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 | $14,147 | $95,975-85.3% | $74,549-81.0% | $135,379-89.6% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -20.05% | 56.96%-77.0pp | 32.53%-52.6pp | 519.79%-539.8pp |
| Employer contribution / active EE | $1,762 | $2,716-35.1% | $1,961-10.1% | $4,779-63.1% |
| Participant deferral / active EE | $5,256 | $3,844+36.8% | $3,108+69.1% | $5,609-6.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |