Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,285 | $138,114-91.8% | $125,391-91.0% | $134,545-91.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.40% | 750.88%-784.3pp | 572.41%-605.8pp | 418.37%-451.8pp |
| Employer contribution / active EE | $4,135 | $5,246-21.2% | $4,816-14.1% | $4,742-12.8% |
| Participant deferral / active EE | $5,355 | $7,801-31.4% | $7,448-28.1% | $6,401-16.3% |
| Admin fee / account holder | $10 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |