Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,216 | $90,448-92.0% | $93,786-92.3% | $134,545-94.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 81.0%-6.0pp | 81.2%-6.2pp |
| Annual return | -25.65% | -15.71%-9.9pp | -11.32%-14.3pp | 418.37%-444.0pp |
| Employer contribution / active EE | $2,464 | $4,349-43.3% | $4,328-43.1% | $4,742-48.0% |
| Participant deferral / active EE | $0 | $5,983-100.0% | $6,100-100.0% | $6,401-100.0% |
| Admin fee / account holder | $151 | $9,232-98.4% | $7,184-97.9% | $11,431-98.7% |