Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,046 | $95,193-95.7% | $76,523-94.7% | $135,382-97.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -21.38% | 4.85%-26.2pp | -0.27%-21.1pp | 519.77%-541.1pp |
| Employer contribution / active EE | $893 | $3,302-73.0% | $2,647-66.3% | $4,779-81.3% |
| Participant deferral / active EE | $1,458 | $4,639-68.6% | $3,835-62.0% | $5,609-74.0% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,848-99.7% | $10,829-99.9% |