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 | $3,871 | $72,177-94.6% | $115,038-96.6% | $59,633-93.5% |
| Participation rate | 85.0% | 72.6%+12.4pp | 81.4%+3.6pp | 68.7%+16.3pp |
| Annual return | -2.55% | 12.02%-14.6pp | 26.14%-28.7pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $1,168 | $2,841-58.9% | $4,608-74.7% | $2,203-47.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $71 | $4,927-98.6% | $8,175-99.1% | $4,297-98.3% |