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 | $15,674 | $167,353-90.6% | $143,797-89.1% | $134,545-88.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -21.30% | 0.48%-21.8pp | -0.04%-21.3pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,298 | $5,620-76.9% | $4,952-73.8% | $4,742-72.6% |
| Participant deferral / active EE | $7,661 | $6,447+18.8% | $5,638+35.9% | $6,401+19.7% |
| Admin fee / account holder | $223 | $18,096-98.8% | $14,679-98.5% | $11,431-98.1% |