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 | $11,667 | $125,797-90.7% | $170,043-93.1% | $75,173-84.5% |
| Participation rate | 70.6% | 83.6%-13.0pp | 87.0%-16.4pp | 67.2%+3.4pp |
| Annual return | 0.59% | 27.20%-26.6pp | 53.40%-52.8pp | 160.72%-160.1pp |
| Employer contribution / active EE | $5,882 | $4,616+27.4% | $6,790-13.4% | $2,671+120.2% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $8,177-100.0% | $12,824-100.0% | $5,651-100.0% |