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 | $19,292 | $93,346-79.3% | $71,796-73.1% | $273,972-93.0% |
| Participation rate | 78.9% | 76.5%+2.4pp | 69.1%+9.8pp | 83.0%-4.1pp |
| Annual return | 0.13% | 130.39%-130.3pp | 78.04%-77.9pp | 41.46%-41.3pp |
| Employer contribution / active EE | $3,529 | $2,733+29.1% | $1,924+83.4% | $4,869-27.5% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $233 | $6,571-96.5% | $4,815-95.2% | $10,133-97.7% |