Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,411 | $138,114-98.3% | $125,391-98.1% | $134,545-98.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -85.60% | 750.88%-836.5pp | 572.41%-658.0pp | 418.37%-504.0pp |
| Employer contribution / active EE | $1,125 | $5,246-78.6% | $4,816-76.6% | $4,742-76.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $155 | $11,570-98.7% | $10,009-98.5% | $11,431-98.6% |