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 | $15,449 | $82,674-81.3% | $125,381-87.7% | $68,486-77.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.14% | -5.97%-14.2pp | 572.31%-592.4pp | -7.85%-12.3pp |
| Employer contribution / active EE | $4,998 | $3,382+47.8% | $4,815+3.8% | $2,597+92.5% |
| Participant deferral / active EE | $5,637 | $6,111-7.8% | $7,448-24.3% | $4,028+39.9% |
| Admin fee / account holder | $268 | $6,277-95.7% | $10,007-97.3% | $5,404-95.0% |