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 | $9,584 | $168,636-94.3% | $147,618-93.5% | $125,388-92.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.28% | 77.65%-81.9pp | 61.98%-66.3pp | 282.24%-286.5pp |
| Employer contribution / active EE | $2,272 | $6,252-63.7% | $5,565-59.2% | $4,866-53.3% |
| Participant deferral / active EE | $4,029 | $5,507-26.8% | $4,895-17.7% | $5,352-24.7% |
| Admin fee / account holder | $71 | $13,580-99.5% | $11,612-99.4% | $9,541-99.3% |