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 | $17,180 | $167,353-89.7% | $143,797-88.1% | $134,545-87.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.34% | 0.48%-21.8pp | -0.04%-21.3pp | 418.37%-439.7pp |
| Employer contribution / active EE | $2,938 | $5,620-47.7% | $4,952-40.7% | $4,742-38.0% |
| Participant deferral / active EE | $8,211 | $6,447+27.4% | $5,638+45.6% | $6,401+28.3% |
| Admin fee / account holder | $155 | $18,096-99.1% | $14,679-98.9% | $11,431-98.6% |