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 | $15,610 | $167,522-90.7% | $151,639-89.7% | $134,532-88.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.08% | 7.81%-30.9pp | 3.34%-26.4pp | 418.27%-441.3pp |
| Employer contribution / active EE | $4,873 | $6,828-28.6% | $6,165-21.0% | $4,741+2.8% |
| Participant deferral / active EE | $5,566 | $8,986-38.1% | $8,363-33.4% | $6,401-13.0% |
| Admin fee / account holder | $241 | $13,780-98.3% | $11,613-97.9% | $11,429-97.9% |