Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,610 | $180,459-94.1% | $154,108-93.1% | $135,380-92.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -15.12% | 888.21%-903.3pp | 735.21%-750.3pp | 519.81%-534.9pp |
| Employer contribution / active EE | $2,521 | $6,035-58.2% | $5,298-52.4% | $4,779-47.2% |
| Participant deferral / active EE | $4,878 | $5,806-16.0% | $5,081-4.0% | $5,609-13.0% |
| Admin fee / account holder | $260 | $16,145-98.4% | $13,411-98.1% | $10,828-97.6% |