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 | $2,254 | $87,016-97.4% | $63,244-96.4% | $125,389-98.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -4.94% | 21.71%-26.7pp | -70.31%+65.4pp | 282.24%-287.2pp |
| Employer contribution / active EE | $782 | $3,601-78.3% | $2,322-66.3% | $4,866-83.9% |
| Participant deferral / active EE | $1,209 | $3,939-69.3% | $2,953-59.1% | $5,352-77.4% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |