Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,962 | $100,911-97.1% | $90,440-96.7% | $158,966-98.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -102.83% | 1726.62%-1829.4pp | 1294.38%-1397.2pp | 302.95%-405.8pp |
| Employer contribution / active EE | $1,800 | $3,690-51.2% | $3,263-44.8% | $4,762-62.2% |
| Participant deferral / active EE | $6,598 | $4,348+51.7% | $3,964+66.5% | $5,983+10.3% |
| Admin fee / account holder | $20 | $6,507-99.7% | $5,615-99.6% | $11,250-99.8% |