Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,070 | $92,707-94.5% | $82,726-93.9% | $134,493-96.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.75% | 945.12%-966.9pp | 701.33%-723.1pp | 418.01%-439.8pp |
| Employer contribution / active EE | $1,963 | $3,274-40.0% | $3,009-34.8% | $4,740-58.6% |
| Participant deferral / active EE | $2,451 | $4,801-49.0% | $4,394-44.2% | $6,400-61.7% |
| Admin fee / account holder | $15 | $5,980-99.7% | $5,328-99.7% | $11,425-99.9% |