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 | $5,924 | $97,732-93.9% | $83,831-92.9% | $135,380-95.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.95% | 1287.56%-1302.5pp | 850.99%-865.9pp | 519.81%-534.8pp |
| Employer contribution / active EE | $1,015 | $4,222-76.0% | $3,631-72.0% | $4,779-78.8% |
| Participant deferral / active EE | $3,426 | $4,683-26.8% | $4,082-16.1% | $5,609-38.9% |
| Admin fee / account holder | $9 | $6,675-99.9% | $5,479-99.8% | $10,828-99.9% |