Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,736 | $95,415-87.7% | $185,851-93.7% | $85,851-86.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 8.86% | 23.59%-14.7pp | 122.11%-113.2pp | 318.63%-309.8pp |
| Employer contribution / active EE | $3,347 | $3,314+1.0% | $5,168-35.3% | $2,565+30.4% |
| Participant deferral / active EE | $3,592 | $3,424+4.9% | $5,569-35.5% | $3,952-9.1% |
| Admin fee / account holder | $32 | $7,215-99.6% | $16,245-99.8% | $6,261-99.5% |