Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,828 | $82,630-92.9% | $64,105-90.9% | $125,393-95.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -8.01% | 1489.72%-1497.7pp | 791.24%-799.3pp | 282.23%-290.2pp |
| Employer contribution / active EE | $1,412 | $2,671-47.1% | $1,820-22.4% | $4,866-71.0% |
| Participant deferral / active EE | $2,005 | $3,608-44.4% | $2,822-28.9% | $5,351-62.5% |
| Admin fee / account holder | $180 | $6,382-97.2% | $4,499-96.0% | $9,541-98.1% |