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 | $16,000 | $218,890-92.7% | $189,095-91.5% | $483,350-96.7% |
| Participation rate | 100.0% | 87.7%+12.3pp | 85.7%+14.3pp | 89.0%+11.0pp |
| Annual return | -5.88% | 5.28%-11.2pp | 5.44%-11.3pp | 533.38%-539.3pp |
| Employer contribution / active EE | $0 | $6,775-100.0% | $6,541-100.0% | $9,034-100.0% |
| Participant deferral / active EE | $0 | $6,184-100.0% | $6,088-100.0% | $6,196-100.0% |
| Admin fee / account holder | $0 | $16,701-100.0% | $14,731-100.0% | $41,445-100.0% |