Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,636 | $138,076-93.0% | $123,553-92.2% | $135,380-92.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.72% | 153.70%-167.4pp | 119.21%-132.9pp | 519.81%-533.5pp |
| Employer contribution / active EE | $2,713 | $5,152-47.3% | $4,628-41.4% | $4,779-43.2% |
| Participant deferral / active EE | $3,339 | $6,800-50.9% | $6,426-48.0% | $5,609-40.5% |
| Admin fee / account holder | $271 | $10,917-97.5% | $9,284-97.1% | $10,828-97.5% |