Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,910 | $56,339-93.1% | $104,301-96.3% | $68,486-94.3% |
| Participation rate | 79.0% | 63.3%+15.8pp | 73.3%+5.8pp | 67.9%+11.1pp |
| Annual return | -19.22% | -9.19%-10.0pp | 24.61%-43.8pp | -7.85%-11.4pp |
| Employer contribution / active EE | $690 | $1,960-64.8% | $3,373-79.5% | $2,597-73.4% |
| Participant deferral / active EE | $1,223 | $3,077-60.3% | $4,626-73.6% | $4,028-69.6% |
| Admin fee / account holder | $31 | $4,902-99.4% | $7,340-99.6% | $5,404-99.4% |