Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,633 | $138,102-93.0% | $125,381-92.3% | $134,532-92.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.71% | 750.73%-775.4pp | 572.31%-597.0pp | 418.27%-443.0pp |
| Employer contribution / active EE | $1,639 | $5,245-68.8% | $4,815-66.0% | $4,741-65.4% |
| Participant deferral / active EE | $4,900 | $7,801-37.2% | $7,448-34.2% | $6,401-23.5% |
| Admin fee / account holder | $71 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |