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 | $5,267 | $64,729-91.9% | $112,263-95.3% | $68,490-92.3% |
| Participation rate | 93.9% | 67.2%+26.8pp | 75.1%+18.9pp | 67.9%+26.0pp |
| Annual return | -23.47% | -11.40%-12.1pp | 27.49%-51.0pp | -7.85%-15.6pp |
| Employer contribution / active EE | $1,237 | $2,746-54.9% | $3,636-66.0% | $2,597-52.3% |
| Participant deferral / active EE | $2,547 | $3,566-28.6% | $4,729-46.1% | $4,028-36.8% |
| Admin fee / account holder | $46 | $5,222-99.1% | $6,410-99.3% | $5,403-99.1% |