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 | $4,305 | $72,177-94.0% | $115,038-96.3% | $59,633-92.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -4.59% | 12.02%-16.6pp | 26.14%-30.7pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $1,656 | $2,841-41.7% | $4,608-64.1% | $2,203-24.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $128 | $4,927-97.4% | $8,175-98.4% | $4,297-97.0% |