Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,051 | $138,102-91.3% | $125,381-90.4% | $134,532-91.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.43% | 750.73%-772.2pp | 572.31%-593.7pp | 418.27%-439.7pp |
| Employer contribution / active EE | $2,467 | $5,245-53.0% | $4,815-48.8% | $4,741-48.0% |
| Participant deferral / active EE | $4,045 | $7,801-48.1% | $7,448-45.7% | $6,401-36.8% |
| Admin fee / account holder | $64 | $11,568-99.4% | $10,007-99.4% | $11,429-99.4% |