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 | $19,819 | $138,072-85.6% | $123,549-84.0% | $135,382-85.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.46% | 153.69%-163.2pp | 119.20%-128.7pp | 519.77%-529.2pp |
| Employer contribution / active EE | $2,491 | $5,152-51.7% | $4,628-46.2% | $4,779-47.9% |
| Participant deferral / active EE | $3,681 | $6,799-45.9% | $6,426-42.7% | $5,609-34.4% |
| Admin fee / account holder | $201 | $10,917-98.2% | $9,284-97.8% | $10,829-98.1% |