Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,696 | $104,937-91.7% | $84,628-89.7% | $152,897-94.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | -0.22% | 373.88%-374.1pp | 258.80%-259.0pp | 345.43%-345.7pp |
| Employer contribution / active EE | $2,270 | $3,303-31.3% | $2,653-14.4% | $4,764-52.3% |
| Participant deferral / active EE | $2,108 | $4,690-55.1% | $3,900-46.0% | $5,851-64.0% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |