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 | $6,344 | $101,283-93.7% | $75,826-91.6% | $135,382-95.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -20.63% | 3384.62%-3405.2pp | 1914.15%-1934.8pp | 519.77%-540.4pp |
| Employer contribution / active EE | $1,872 | $2,382-21.4% | $1,913-2.2% | $4,779-60.8% |
| Participant deferral / active EE | $3,432 | $3,469-1.1% | $2,862+19.9% | $5,609-38.8% |
| Admin fee / account holder | $19 | $6,539-99.7% | $4,726-99.6% | $10,829-99.8% |