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 | $8,623 | $167,362-94.8% | $143,799-94.0% | $134,532-93.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.68% | 0.47%-28.2pp | -0.04%-27.6pp | 418.27%-445.9pp |
| Employer contribution / active EE | $3,488 | $5,620-37.9% | $4,952-29.6% | $4,741-26.4% |
| Participant deferral / active EE | $7,232 | $6,447+12.2% | $5,638+28.3% | $6,401+13.0% |
| Admin fee / account holder | $12 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |