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 | $4,574 | $167,362-97.3% | $143,799-96.8% | $134,532-96.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -38.50% | 0.47%-39.0pp | -0.04%-38.5pp | 418.27%-456.8pp |
| Employer contribution / active EE | $1,895 | $5,620-66.3% | $4,952-61.7% | $4,741-60.0% |
| Participant deferral / active EE | $2,281 | $6,447-64.6% | $5,638-59.6% | $6,401-64.4% |
| Admin fee / account holder | $3 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |