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 | $1,939 | $54,763-96.5% | $90,324-97.9% | $72,976-97.3% |
| Participation rate | 98.3% | 65.2%+33.1pp | 73.3%+25.0pp | 69.5%+28.8pp |
| Annual return | -67.20% | 30.63%-97.8pp | 78.15%-145.4pp | 81.02%-148.2pp |
| Employer contribution / active EE | $456 | $2,093-78.2% | $2,856-84.0% | $2,440-81.3% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $299 | $3,973-92.5% | $5,356-94.4% | $5,124-94.2% |