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 | $7,783 | $100,911-92.3% | $90,440-91.4% | $158,966-95.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | -0.03% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-303.0pp |
| Employer contribution / active EE | $441 | $3,690-88.1% | $3,263-86.5% | $4,762-90.7% |
| Participant deferral / active EE | $1,286 | $4,348-70.4% | $3,964-67.5% | $5,983-78.5% |
| Admin fee / account holder | $34 | $6,507-99.5% | $5,615-99.4% | $11,250-99.7% |