Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,838 | $287,456-94.5% | $170,439-90.7% | - |
| Participation rate | 0.0% | 60.6%-60.6pp | 83.6%-83.6pp | - |
| Annual return | -0.83% | 6.06%-6.9pp | 205.94%-206.8pp | - |
| Employer contribution / active EE | $0 | $2,242-100.0% | $5,433-100.0% | - |
| Participant deferral / active EE | $0 | $2,113-100.0% | $4,939-100.0% | - |
| Admin fee / account holder | $225 | $39,812-99.4% | $13,881-98.4% | - |