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 | $13,581 | $176,120-92.3% | $159,487-91.5% | $167,553-91.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -14.58% | 331.95%-346.5pp | 263.71%-278.3pp | 478.89%-493.5pp |
| Employer contribution / active EE | $2,954 | $5,299-44.3% | $4,831-38.9% | $4,840-39.0% |
| Participant deferral / active EE | $6,886 | $7,752-11.2% | $7,354-6.4% | $6,343+8.6% |
| Admin fee / account holder | $74 | $12,561-99.4% | $10,804-99.3% | $12,316-99.4% |