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 | $9,383 | $53,546-82.5% | $69,884-86.6% | $68,486-86.3% |
| Participation rate | 79.3% | 64.5%+14.8pp | 70.5%+8.8pp | 67.9%+11.4pp |
| Annual return | -24.23% | -13.87%-10.4pp | 190.81%-215.0pp | -7.85%-16.4pp |
| Employer contribution / active EE | $1,324 | $2,019-34.4% | $2,560-48.3% | $2,597-49.0% |
| Participant deferral / active EE | $2,732 | $2,957-7.6% | $3,848-29.0% | $4,028-32.2% |
| Admin fee / account holder | $106 | $4,693-97.7% | $6,266-98.3% | $5,404-98.0% |