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 | $7,616 | $106,549-92.9% | $91,225-91.7% | $134,509-94.3% |
| Participation rate | 92.9% | 76.8%+16.0pp | 73.2%+19.7pp | 81.2%+11.6pp |
| Annual return | -28.64% | 160.73%-189.4pp | 114.10%-142.7pp | 418.13%-446.8pp |
| Employer contribution / active EE | $2,133 | $3,331-36.0% | $2,851-25.2% | $4,741-55.0% |
| Participant deferral / active EE | $6,335 | $4,719+34.2% | $4,234+49.6% | $6,400-1.0% |
| Admin fee / account holder | $258 | $6,234-95.9% | $5,422-95.2% | $11,427-97.7% |