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 | $12,597 | $180,459-93.0% | $154,108-91.8% | $135,380-90.7% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -18.76% | 888.21%-907.0pp | 735.21%-754.0pp | 519.81%-538.6pp |
| Employer contribution / active EE | $3,964 | $6,035-34.3% | $5,298-25.2% | $4,779-17.1% |
| Participant deferral / active EE | $2,331 | $5,806-59.8% | $5,081-54.1% | $5,609-58.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |