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 | $18,062 | $138,075-86.9% | $123,552-85.4% | $135,379-86.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.70% | 153.70%-163.4pp | 119.20%-128.9pp | 519.79%-529.5pp |
| Employer contribution / active EE | $2,294 | $5,152-55.5% | $4,628-50.4% | $4,779-52.0% |
| Participant deferral / active EE | $5,190 | $6,800-23.7% | $6,426-19.2% | $5,609-7.5% |
| Admin fee / account holder | $11 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |