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 | $13,472 | $167,362-92.0% | $143,799-90.6% | $134,532-90.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -145.67% | 0.47%-146.1pp | -0.04%-145.6pp | 418.27%-563.9pp |
| Employer contribution / active EE | $4,379 | $5,620-22.1% | $4,952-11.6% | $4,741-7.6% |
| Participant deferral / active EE | $9,202 | $6,447+42.7% | $5,638+63.2% | $6,401+43.8% |
| Admin fee / account holder | $8 | $18,094-100.0% | $14,677-99.9% | $11,429-99.9% |