Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,323 | $91,559-89.8% | $133,978-93.0% | $79,856-88.3% |
| Participation rate | 98.2% | 73.3%+24.8pp | 79.8%+18.3pp | 69.6%+28.5pp |
| Annual return | 8.18% | 61.85%-53.7pp | 45.10%-36.9pp | 31.71%-23.5pp |
| Employer contribution / active EE | $3,165 | $2,384+32.8% | $3,919-19.2% | $2,471+28.1% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,930-100.0% | $5,306-100.0% |