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 | $3,456 | $69,977-95.1% | $108,582-96.8% | $62,881-94.5% |
| Participation rate | 86.3% | 72.9%+13.4pp | 79.6%+6.7pp | 69.3%+17.0pp |
| Annual return | -0.04% | 10.73%-10.8pp | -51.70%+51.7pp | 20.14%-20.2pp |
| Employer contribution / active EE | $2,033 | $2,135-4.8% | $3,758-45.9% | $2,281-10.9% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13 | $5,076-99.7% | $7,645-99.8% | $4,296-99.7% |