Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $207,679 | $252,073-17.6% | $218,366-4.9% | $350,051-40.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 40.0%+60.0pp | 44.5%+55.5pp |
| Annual return | -21.23% | -8.69%-12.5pp | -9.12%-12.1pp | -14.65%-6.6pp |
| Employer contribution / active EE | $0 | $39,282-100.0% | $36,696-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $2,820 | $76+3590.5% | $72+3810.5% | $60+4597.0% |
| Admin fee / account holder | $0 | $4,699-100.0% | $3,602-100.0% | $14,582-100.0% |