Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,241 | $106,557-94.1% | $91,227-93.2% | $134,545-95.4% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -32.67% | 160.81%-193.5pp | 114.14%-146.8pp | 418.37%-451.0pp |
| Employer contribution / active EE | $806 | $3,332-75.8% | $2,851-71.7% | $4,742-83.0% |
| Participant deferral / active EE | $3,716 | $4,719-21.3% | $4,234-12.2% | $6,401-41.9% |
| Admin fee / account holder | $247 | $6,235-96.0% | $5,423-95.4% | $11,431-97.8% |