Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,893 | $166,242-89.8% | $165,071-89.8% | $145,884-88.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -6.50% | 100.44%-106.9pp | 70.17%-76.7pp | 551.85%-558.3pp |
| Employer contribution / active EE | $1,198 | $5,283-77.3% | $4,347-72.4% | $4,662-74.3% |
| Participant deferral / active EE | $8,571 | $6,964+23.1% | $6,035+42.0% | $6,690+28.1% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |