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 | $12,709 | $138,102-90.8% | $125,381-89.9% | $134,532-90.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.21% | 750.73%-774.9pp | 572.31%-596.5pp | 418.27%-442.5pp |
| Employer contribution / active EE | $6,472 | $5,245+23.4% | $4,815+34.4% | $4,741+36.5% |
| Participant deferral / active EE | $10,309 | $7,801+32.2% | $7,448+38.4% | $6,401+61.1% |
| Admin fee / account holder | $85 | $11,568-99.3% | $10,007-99.1% | $11,429-99.3% |