Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,329 | $96,678-93.5% | $86,640-92.7% | $139,466-95.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.07% | 106.69%-98.6pp | 592.52%-584.5pp | 373.66%-365.6pp |
| Employer contribution / active EE | $2,196 | $3,265-32.8% | $3,024-27.4% | $4,754-53.8% |
| Participant deferral / active EE | $3,568 | $4,837-26.2% | $4,438-19.6% | $6,712-46.8% |
| Admin fee / account holder | $83 | $6,410-98.7% | $5,616-98.5% | $11,409-99.3% |