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 | $6,961 | $138,078-95.0% | $125,363-94.4% | $134,509-94.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -32.09% | 750.49%-782.6pp | 572.15%-604.2pp | 418.13%-450.2pp |
| Employer contribution / active EE | $5,042 | $5,245-3.9% | $4,815+4.7% | $4,741+6.4% |
| Participant deferral / active EE | $3,332 | $7,800-57.3% | $7,447-55.3% | $6,400-47.9% |
| Admin fee / account holder | $98 | $11,566-99.2% | $10,005-99.0% | $11,427-99.1% |