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 | $1,844 | $167,352-98.9% | $143,788-98.7% | $134,509-98.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -99.02% | 0.47%-99.5pp | -0.03%-99.0pp | 418.13%-517.2pp |
| Employer contribution / active EE | $2,500 | $5,620-55.5% | $4,952-49.5% | $4,741-47.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $93 | $18,091-99.5% | $14,675-99.4% | $11,427-99.2% |