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 | $6,775 | $84,684-92.0% | $73,835-90.8% | $125,388-94.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.00% | 3123.93%-3128.9pp | 2268.13%-2273.1pp | 282.24%-287.2pp |
| Employer contribution / active EE | $3,148 | $3,123+0.8% | $2,788+12.9% | $4,866-35.3% |
| Participant deferral / active EE | $1,950 | $3,993-51.2% | $3,583-45.6% | $5,352-63.6% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,541-100.0% |