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 | $18,747 | $181,896-89.7% | $156,551-88.0% | $273,972-93.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.51% | 30.74%-29.2pp | 32.23%-30.7pp | 41.46%-39.9pp |
| Employer contribution / active EE | $3,659 | $6,248-41.4% | $5,501-33.5% | $4,869-24.9% |
| Participant deferral / active EE | $2,400 | $5,550-56.8% | $4,871-50.7% | $5,287-54.6% |
| Admin fee / account holder | $27 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |