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 | $4,692 | $97,732-95.2% | $83,831-94.4% | $135,380-96.5% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -46.69% | 1287.56%-1334.2pp | 850.99%-897.7pp | 519.81%-566.5pp |
| Employer contribution / active EE | $2,486 | $4,222-41.1% | $3,631-31.5% | $4,779-48.0% |
| Participant deferral / active EE | $1,954 | $4,683-58.3% | $4,082-52.1% | $5,609-65.2% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |