Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,713 | $67,214-90.0% | $61,491-89.1% | $134,532-95.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -221.59% | -12.08%-209.5pp | -12.98%-208.6pp | 418.27%-639.9pp |
| Employer contribution / active EE | $6,141 | $4,974+23.5% | $4,246+44.6% | $4,741+29.5% |
| Participant deferral / active EE | $3,818 | $6,103-37.4% | $5,188-26.4% | $6,401-40.4% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,429-100.0% |