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 | $12,083 | $97,550-87.6% | $120,344-90.0% | $87,485-86.2% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.7%+20.4pp | 68.9%+28.2pp |
| Annual return | -15.97% | 18.41%-34.4pp | 20.30%-36.3pp | 26.06%-42.0pp |
| Employer contribution / active EE | $857 | $2,291-62.6% | $3,020-71.6% | $2,596-67.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5 | $9,543-100.0% | $12,742-100.0% | $7,775-99.9% |