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 | $9,001 | $105,861-91.5% | $90,756-90.1% | $134,509-93.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -25.92% | -10.99%-14.9pp | -12.16%-13.8pp | 418.13%-444.1pp |
| Employer contribution / active EE | $1,123 | $3,463-67.6% | $2,922-61.6% | $4,741-76.3% |
| Participant deferral / active EE | $5,968 | $5,217+14.4% | $4,565+30.7% | $6,400-6.8% |
| Admin fee / account holder | $111 | $13,938-99.2% | $8,445-98.7% | $11,427-99.0% |