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 | $4,547 | $167,352-97.3% | $143,788-96.8% | $134,509-96.6% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -22.82% | 0.47%-23.3pp | -0.03%-22.8pp | 418.13%-441.0pp |
| Employer contribution / active EE | $1,268 | $5,620-77.4% | $4,952-74.4% | $4,741-73.3% |
| Participant deferral / active EE | $2,572 | $6,447-60.1% | $5,638-54.4% | $6,400-59.8% |
| Admin fee / account holder | $7 | $18,091-100.0% | $14,675-100.0% | $11,427-99.9% |