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 | $3,535 | $90,606-96.1% | $79,466-95.6% | $135,379-97.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -23.74% | 977.69%-1001.4pp | 718.28%-742.0pp | 519.79%-543.5pp |
| Employer contribution / active EE | $1,050 | $3,068-65.8% | $2,800-62.5% | $4,779-78.0% |
| Participant deferral / active EE | $2,053 | $4,050-49.3% | $3,704-44.6% | $5,609-63.4% |
| Admin fee / account holder | $34 | $5,895-99.4% | $5,104-99.3% | $10,828-99.7% |