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 | $19,215 | $127,387-84.9% | $115,038-83.3% | $125,389-84.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -221.19% | 31.28%-252.5pp | 26.14%-247.3pp | 282.24%-503.4pp |
| Employer contribution / active EE | $7,493 | $5,166+45.0% | $4,608+62.6% | $4,866+54.0% |
| Participant deferral / active EE | $12,191 | $6,423+89.8% | $6,026+102.3% | $5,352+127.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |