Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,886 | $180,459-84.5% | $154,108-81.9% | $135,380-79.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.51% | 888.21%-900.7pp | 735.21%-747.7pp | 519.81%-532.3pp |
| Employer contribution / active EE | $2,366 | $6,035-60.8% | $5,298-55.3% | $4,779-50.5% |
| Participant deferral / active EE | $6,908 | $5,806+19.0% | $5,081+36.0% | $5,609+23.2% |
| Admin fee / account holder | $216 | $16,145-98.7% | $13,411-98.4% | $10,828-98.0% |