Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,035 | $95,193-97.9% | $76,523-97.3% | $135,382-98.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -176.32% | 4.85%-181.2pp | -0.27%-176.1pp | 519.77%-696.1pp |
| Employer contribution / active EE | $1,025 | $3,302-69.0% | $2,647-61.3% | $4,779-78.6% |
| Participant deferral / active EE | $1,697 | $4,639-63.4% | $3,835-55.8% | $5,609-69.7% |
| Admin fee / account holder | $232 | $6,249-96.3% | $4,848-95.2% | $10,829-97.9% |