Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,602 | $165,351-98.4% | $149,710-98.3% | $158,931-98.4% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | -15.72% | 348.19%-363.9pp | 276.63%-292.4pp | 302.86%-318.6pp |
| Employer contribution / active EE | $3,561 | $5,103-30.2% | $4,645-23.3% | $4,761-25.2% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $273 | $10,807-97.5% | $9,309-97.1% | $11,247-97.6% |