Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,243 | $215,361-92.9% | $171,082-91.1% | $273,972-94.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.85% | 25.14%-24.3pp | 32.56%-31.7pp | 41.46%-40.6pp |
| Employer contribution / active EE | $2,768 | $4,967-44.3% | $4,002-30.8% | $4,869-43.2% |
| Participant deferral / active EE | $2,450 | $5,543-55.8% | $4,797-48.9% | $5,287-53.7% |
| Admin fee / account holder | $122 | $10,846-98.9% | $8,520-98.6% | $10,133-98.8% |