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 | $12,731 | $101,063-87.4% | $81,473-84.4% | $147,586-91.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | -1.34% | 32.41%-33.7pp | 38.78%-40.1pp | 578.59%-579.9pp |
| Employer contribution / active EE | $1,695 | $3,206-47.1% | $2,568-34.0% | $4,876-65.2% |
| Participant deferral / active EE | $5,363 | $4,242+26.4% | $3,537+51.6% | $5,439-1.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |