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 | $21,224 | $196,842-89.2% | $134,162-84.2% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 72.2%-72.2pp | - |
| Annual return | 1.24% | 11.43%-10.2pp | 36.35%-35.1pp | - |
| Employer contribution / active EE | $0 | $2,386-100.0% | $3,705-100.0% | - |
| Participant deferral / active EE | $0 | $3,828-100.0% | $3,500-100.0% | - |
| Admin fee / account holder | $0 | $15,940-100.0% | $6,685-100.0% | - |