Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,324 | $167,504-94.4% | $151,628-93.9% | $134,509-93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -99.06% | 7.81%-106.9pp | 3.34%-102.4pp | 418.13%-517.2pp |
| Employer contribution / active EE | $3,644 | $6,828-46.6% | $6,165-40.9% | $4,741-23.1% |
| Participant deferral / active EE | $14,977 | $8,985+66.7% | $8,363+79.1% | $6,400+134.0% |
| Admin fee / account holder | $52 | $13,779-99.6% | $11,613-99.6% | $11,427-99.5% |