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 | $23,381 | $168,635-86.1% | $147,617-84.2% | $125,389-81.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -12.36% | 77.65%-90.0pp | 61.98%-74.3pp | 282.24%-294.6pp |
| Employer contribution / active EE | $1,704 | $6,252-72.7% | $5,564-69.4% | $4,866-65.0% |
| Participant deferral / active EE | $4,800 | $5,507-12.8% | $4,895-1.9% | $5,352-10.3% |
| Admin fee / account holder | $184 | $13,580-98.6% | $11,612-98.4% | $9,541-98.1% |