Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,157 | $138,102-94.8% | $125,381-94.3% | $134,532-94.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -144.17% | 750.73%-894.9pp | 572.31%-716.5pp | 418.27%-562.4pp |
| Employer contribution / active EE | $3,467 | $5,245-33.9% | $4,815-28.0% | $4,741-26.9% |
| Participant deferral / active EE | $5,890 | $7,801-24.5% | $7,448-20.9% | $6,401-8.0% |
| Admin fee / account holder | $56 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |