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 | $3,638 | $50,947-92.9% | $74,549-95.1% | $64,173-94.3% |
| Participation rate | 81.7% | 61.1%+20.7pp | 69.1%+12.6pp | 69.6%+12.2pp |
| Annual return | -59.39% | -1.85%-57.5pp | 32.53%-91.9pp | 7.63%-67.0pp |
| Employer contribution / active EE | $958 | $1,115-14.1% | $1,961-51.1% | $2,381-59.8% |
| Participant deferral / active EE | $2,012 | $2,302-12.6% | $3,108-35.3% | $3,470-42.0% |
| Admin fee / account holder | $65 | $4,221-98.5% | $5,059-98.7% | $4,887-98.7% |