Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,598 | $138,078-91.6% | $125,363-90.7% | $134,509-91.4% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -25.56% | 750.49%-776.1pp | 572.15%-597.7pp | 418.13%-443.7pp |
| Employer contribution / active EE | $4,354 | $5,245-17.0% | $4,815-9.6% | $4,741-8.2% |
| Participant deferral / active EE | $7,151 | $7,800-8.3% | $7,447-4.0% | $6,400+11.7% |
| Admin fee / account holder | $6 | $11,566-100.0% | $10,005-99.9% | $11,427-100.0% |