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 | $6,544 | $72,404-91.0% | $110,243-94.1% | $64,173-89.8% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.0pp | 69.6%+8.2pp |
| Annual return | -10.85% | -6.29%-4.6pp | 314.76%-325.6pp | 7.63%-18.5pp |
| Employer contribution / active EE | $861 | $2,282-62.3% | $3,827-77.5% | $2,381-63.8% |
| Participant deferral / active EE | $2,338 | $3,469-32.6% | $4,672-50.0% | $3,470-32.6% |
| Admin fee / account holder | $106 | $5,664-98.1% | $8,548-98.8% | $4,887-97.8% |