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 | $6,721 | $180,462-96.3% | $154,111-95.6% | $135,379-95.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -51.58% | 888.17%-939.8pp | 735.18%-786.8pp | 519.79%-571.4pp |
| Employer contribution / active EE | $2,482 | $6,036-58.9% | $5,298-53.2% | $4,779-48.1% |
| Participant deferral / active EE | $3,948 | $5,806-32.0% | $5,081-22.3% | $5,609-29.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |