Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,161 | $180,459-96.6% | $154,108-96.0% | $135,380-95.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -41.24% | 888.21%-929.5pp | 735.21%-776.4pp | 519.81%-561.0pp |
| Employer contribution / active EE | $1,415 | $6,035-76.6% | $5,298-73.3% | $4,779-70.4% |
| Participant deferral / active EE | $4,700 | $5,806-19.1% | $5,081-7.5% | $5,609-16.2% |
| Admin fee / account holder | $86 | $16,145-99.5% | $13,411-99.4% | $10,828-99.2% |