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 | $3,930 | $95,188-95.9% | $76,518-94.9% | $135,380-97.1% |
| Participation rate | 72.7% | 74.4%-1.7pp | 68.0%+4.7pp | 82.6%-9.9pp |
| Annual return | -10.59% | 4.85%-15.4pp | -0.27%-10.3pp | 519.81%-530.4pp |
| Employer contribution / active EE | $1,232 | $3,303-62.7% | $2,647-53.5% | $4,779-74.2% |
| Participant deferral / active EE | $2,221 | $4,640-52.1% | $3,836-42.1% | $5,609-60.4% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |