Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,539 | $90,320-93.9% | $59,496-90.7% | $125,389-95.6% |
| Participation rate | 70.0% | 68.3%+1.7pp | 54.6%+15.4pp | 83.2%-13.2pp |
| Annual return | -14.86% | 369.13%-384.0pp | 182.05%-196.9pp | 282.24%-297.1pp |
| Employer contribution / active EE | $1,586 | $1,792-11.5% | $1,153+37.5% | $4,866-67.4% |
| Participant deferral / active EE | $1,956 | $2,716-28.0% | $1,829+6.9% | $5,352-63.5% |
| Admin fee / account holder | $59 | $3,063-98.1% | $2,232-97.4% | $9,541-99.4% |