Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,121 | $92,766-92.3% | $82,763-91.4% | $134,545-94.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.36% | 946.97%-968.3pp | 702.45%-723.8pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,920 | $3,273-41.4% | $3,008-36.2% | $4,742-59.5% |
| Participant deferral / active EE | $3,198 | $4,802-33.4% | $4,395-27.2% | $6,401-50.0% |
| Admin fee / account holder | $98 | $5,978-98.4% | $5,325-98.2% | $11,431-99.1% |