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 | $6,204 | $54,370-88.6% | $82,763-92.5% | $68,490-90.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -26.50% | -13.67%-12.8pp | 702.45%-728.9pp | -7.85%-18.6pp |
| Employer contribution / active EE | $1,941 | $2,219-12.5% | $3,008-35.5% | $2,597-25.2% |
| Participant deferral / active EE | $1,272 | $3,247-60.8% | $4,395-71.1% | $4,028-68.4% |
| Admin fee / account holder | $216 | $4,398-95.1% | $5,325-95.9% | $5,403-96.0% |