Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,092 | $73,848-93.1% | $143,799-96.5% | $68,486-92.6% |
| Participation rate | 83.6% | 66.7%+17.0pp | 80.3%+3.3pp | 67.9%+15.7pp |
| Annual return | -22.87% | 0.91%-23.8pp | -0.04%-22.8pp | -7.85%-15.0pp |
| Employer contribution / active EE | $1,021 | $3,184-68.0% | $4,952-79.4% | $2,597-60.7% |
| Participant deferral / active EE | $2,394 | $3,385-29.3% | $5,638-57.5% | $4,028-40.6% |
| Admin fee / account holder | $191 | $5,755-96.7% | $14,677-98.7% | $5,404-96.5% |