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 | $9,425 | $138,114-93.2% | $125,391-92.5% | $134,545-93.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.24% | 750.88%-772.1pp | 572.41%-593.6pp | 418.37%-439.6pp |
| Employer contribution / active EE | $2,229 | $5,246-57.5% | $4,816-53.7% | $4,742-53.0% |
| Participant deferral / active EE | $2,646 | $7,801-66.1% | $7,448-64.5% | $6,401-58.7% |
| Admin fee / account holder | $19 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |