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 | $7,857 | $90,607-91.3% | $79,467-90.1% | $135,380-94.2% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -10.52% | 977.74%-988.3pp | 718.30%-728.8pp | 519.81%-530.3pp |
| Employer contribution / active EE | $1,356 | $3,068-55.8% | $2,800-51.6% | $4,779-71.6% |
| Participant deferral / active EE | $3,109 | $4,050-23.2% | $3,704-16.1% | $5,609-44.6% |
| Admin fee / account holder | $39 | $5,895-99.3% | $5,104-99.2% | $10,828-99.6% |