Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,292 | $162,821-92.5% | $133,978-90.8% | $158,982-92.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -2.45% | 41.95%-44.4pp | 45.10%-47.5pp | 302.99%-305.4pp |
| Employer contribution / active EE | $964 | $4,976-80.6% | $3,919-75.4% | $4,763-79.8% |
| Participant deferral / active EE | $7,400 | $5,910+25.2% | $5,047+46.6% | $5,983+23.7% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |