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 | $4,790 | $100,792-95.2% | $86,691-94.5% | $134,509-96.4% |
| Participation rate | 88.9% | 78.9%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -27.29% | 29.08%-56.4pp | 35.94%-63.2pp | 418.13%-445.4pp |
| Employer contribution / active EE | $1,304 | $3,491-62.6% | $2,837-54.0% | $4,741-72.5% |
| Participant deferral / active EE | $2,682 | $5,339-49.8% | $4,656-42.4% | $6,400-58.1% |
| Admin fee / account holder | $17 | $10,924-99.8% | $7,492-99.8% | $11,427-99.9% |