Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,286 | $201,594-83.0% | $101,271-66.1% | - |
| Participation rate | 0.0% | 64.6%-64.6pp | 75.8%-75.8pp | - |
| Annual return | -10.95% | 13.55%-24.5pp | 46.48%-57.4pp | - |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,660-100.0% | - |
| Participant deferral / active EE | $0 | $3,091-100.0% | $4,371-100.0% | - |
| Admin fee / account holder | $0 | $7,709-100.0% | $5,948-100.0% | - |