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 | $6,277 | $152,542-95.9% | $117,498-94.7% | $134,509-95.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.99% | 53.02%-74.0pp | 29.75%-50.7pp | 418.13%-439.1pp |
| Employer contribution / active EE | $2,026 | $5,574-63.7% | $4,178-51.5% | $4,741-57.3% |
| Participant deferral / active EE | $5,345 | $4,819+10.9% | $4,071+31.3% | $6,400-16.5% |
| Admin fee / account holder | $144 | $7,006-97.9% | $5,646-97.4% | $11,427-98.7% |