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 | $9,891 | $167,352-94.1% | $143,788-93.1% | $134,509-92.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.28% | 0.47%-31.8pp | -0.03%-31.3pp | 418.13%-449.4pp |
| Employer contribution / active EE | $2,864 | $5,620-49.0% | $4,952-42.2% | $4,741-39.6% |
| Participant deferral / active EE | $4,836 | $6,447-25.0% | $5,638-14.2% | $6,400-24.4% |
| Admin fee / account holder | $50 | $18,091-99.7% | $14,675-99.7% | $11,427-99.6% |