Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,942 | $138,075-93.5% | $123,552-92.8% | $135,379-93.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -22.28% | 153.70%-176.0pp | 119.20%-141.5pp | 519.79%-542.1pp |
| Employer contribution / active EE | $3,173 | $5,152-38.4% | $4,628-31.5% | $4,779-33.6% |
| Participant deferral / active EE | $5,508 | $6,800-19.0% | $6,426-14.3% | $5,609-1.8% |
| Admin fee / account holder | $65 | $10,917-99.4% | $9,285-99.3% | $10,828-99.4% |