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 | $9,001 | $48,053-81.3% | $84,628-89.4% | $72,975-87.7% |
| Participation rate | 74.4% | 57.6%+16.8pp | 68.2%+6.1pp | 69.5%+4.9pp |
| Annual return | 15.04% | 37.39%-22.3pp | 258.80%-243.8pp | 81.01%-66.0pp |
| Employer contribution / active EE | $815 | $1,602-49.1% | $2,653-69.3% | $2,440-66.6% |
| Participant deferral / active EE | $1,840 | $2,681-31.3% | $3,900-52.8% | $3,608-49.0% |
| Admin fee / account holder | $234 | $3,395-93.1% | $4,914-95.2% | $5,124-95.4% |