Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,287 | $82,678-93.6% | $125,391-95.8% | $68,490-92.3% |
| Participation rate | 73.5% | 75.1%-1.6pp | 82.4%-8.9pp | 67.9%+5.6pp |
| Annual return | -32.60% | -5.97%-26.6pp | 572.41%-605.0pp | -7.85%-24.8pp |
| Employer contribution / active EE | $974 | $3,382-71.2% | $4,816-79.8% | $2,597-62.5% |
| Participant deferral / active EE | $2,560 | $6,111-58.1% | $7,448-65.6% | $4,028-36.4% |
| Admin fee / account holder | $177 | $6,277-97.2% | $10,009-98.2% | $5,403-96.7% |