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 | $5,998 | $91,198-93.4% | $178,503-96.6% | $79,856-92.5% |
| Participation rate | 94.1% | 69.2%+24.9pp | 81.9%+12.2pp | 69.6%+24.5pp |
| Annual return | -6.58% | 24.20%-30.8pp | 151.12%-157.7pp | 31.71%-38.3pp |
| Employer contribution / active EE | $834 | $3,257-74.4% | $5,011-83.4% | $2,471-66.3% |
| Participant deferral / active EE | $2,147 | $3,237-33.6% | $5,202-58.7% | $3,741-42.6% |
| Admin fee / account holder | $276 | $6,748-95.9% | $13,987-98.0% | $5,306-94.8% |