Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,002 | $138,076-94.9% | $123,553-94.3% | $135,380-94.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -19.09% | 153.70%-172.8pp | 119.21%-138.3pp | 519.81%-538.9pp |
| Employer contribution / active EE | $2,227 | $5,152-56.8% | $4,628-51.9% | $4,779-53.4% |
| Participant deferral / active EE | $5,225 | $6,800-23.2% | $6,426-18.7% | $5,609-6.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |