Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,117 | $190,879-94.2% | $160,009-93.1% | $134,532-91.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -27.55% | 552.63%-580.2pp | 408.85%-436.4pp | 418.27%-445.8pp |
| Employer contribution / active EE | $692 | $4,995-86.2% | $4,225-83.6% | $4,741-85.4% |
| Participant deferral / active EE | $6,844 | $6,924-1.2% | $6,183+10.7% | $6,401+6.9% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |