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 | $10,822 | $65,712-83.5% | $57,196-81.1% | $273,972-96.1% |
| Participation rate | 95.2% | 78.3%+16.9pp | 75.3%+19.9pp | 83.0%+12.2pp |
| Annual return | 0.05% | 22.01%-22.0pp | 14.59%-14.5pp | 41.46%-41.4pp |
| Employer contribution / active EE | $1,431 | $3,280-56.4% | $2,683-46.7% | $4,869-70.6% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $54 | $4,838-98.9% | $3,141-98.3% | $10,133-99.5% |