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 | $3,657 | $92,743-96.1% | $82,744-95.6% | $134,532-97.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.95% | 946.63%-972.6pp | 702.22%-728.2pp | 418.27%-444.2pp |
| Employer contribution / active EE | $1,430 | $3,273-56.3% | $3,008-52.5% | $4,741-69.8% |
| Participant deferral / active EE | $1,430 | $4,802-70.2% | $4,395-67.5% | $6,401-77.7% |
| Admin fee / account holder | $12 | $5,977-99.8% | $5,325-99.8% | $11,429-99.9% |