Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,806 | $118,467-85.8% | $98,450-82.9% | $139,456-87.9% |
| Participation rate | 83.3% | 77.5%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | -61.05% | 18.95%-80.0pp | 21.16%-82.2pp | 373.45%-434.5pp |
| Employer contribution / active EE | $1,460 | $3,611-59.6% | $3,049-52.1% | $4,753-69.3% |
| Participant deferral / active EE | $8,396 | $5,393+55.7% | $4,739+77.2% | $6,711+25.1% |
| Admin fee / account holder | $4 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |