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 | $11,357 | $167,362-93.2% | $143,799-92.1% | $134,532-91.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.84% | 0.47%-21.3pp | -0.04%-20.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $2,808 | $5,620-50.0% | $4,952-43.3% | $4,741-40.8% |
| Participant deferral / active EE | $2,808 | $6,447-56.4% | $5,638-50.2% | $6,401-56.1% |
| Admin fee / account holder | $80 | $18,094-99.6% | $14,677-99.5% | $11,429-99.3% |