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 | $13,539 | $99,079-86.3% | $78,002-82.6% | $273,972-95.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -28.03% | 217.93%-246.0pp | 425.99%-454.0pp | 41.46%-69.5pp |
| Employer contribution / active EE | $2,050 | $3,308-38.0% | $2,470-17.0% | $4,869-57.9% |
| Participant deferral / active EE | $2,370 | $4,306-45.0% | $3,497-32.2% | $5,287-55.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |