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 | $1,019 | $27,639-96.3% | $61,501-98.3% | $68,490-98.5% |
| Participation rate | 80.0% | 39.5%+40.5pp | 52.6%+27.4pp | 67.9%+12.1pp |
| Annual return | -32.80% | -13.19%-19.6pp | 339.04%-371.8pp | -7.85%-24.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $866 | $1,264-31.4% | $2,125-59.2% | $4,028-78.5% |
| Admin fee / account holder | $13 | $2,012-99.3% | $2,132-99.4% | $5,403-99.8% |