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 | $17,334 | $77,976-77.8% | $81,367-78.7% | $125,389-86.2% |
| Participation rate | 77.3% | 83.3%-6.0pp | 82.3%-5.0pp | 83.2%-5.9pp |
| Annual return | -5.14% | -2.85%-2.3pp | -0.92%-4.2pp | 282.24%-287.4pp |
| Employer contribution / active EE | $2,396 | $4,366-45.1% | $3,930-39.0% | $4,866-50.8% |
| Participant deferral / active EE | $5,581 | $5,646-1.2% | $5,383+3.7% | $5,352+4.3% |
| Admin fee / account holder | $90 | $12,476-99.3% | $8,926-99.0% | $9,541-99.1% |