Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,684 | $138,114-90.8% | $125,391-89.9% | $134,545-90.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.88% | 750.88%-776.8pp | 572.41%-598.3pp | 418.37%-444.3pp |
| Employer contribution / active EE | $4,287 | $5,246-18.3% | $4,816-11.0% | $4,742-9.6% |
| Participant deferral / active EE | $8,043 | $7,801+3.1% | $7,448+8.0% | $6,401+25.6% |
| Admin fee / account holder | $13 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |