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 | $17,257 | $167,522-89.7% | $151,639-88.6% | $134,532-87.2% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -104.41% | 7.81%-112.2pp | 3.34%-107.7pp | 418.27%-522.7pp |
| Employer contribution / active EE | $7,162 | $6,828+4.9% | $6,165+16.2% | $4,741+51.1% |
| Participant deferral / active EE | $10,136 | $8,986+12.8% | $8,363+21.2% | $6,401+58.4% |
| Admin fee / account holder | $275 | $13,780-98.0% | $11,613-97.6% | $11,429-97.6% |