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 | $10,184 | $118,877-91.4% | $96,570-89.5% | $167,536-93.9% |
| Participation rate | 94.4% | 75.5%+19.0pp | 69.8%+24.6pp | 82.1%+12.3pp |
| Annual return | 2.44% | 50.50%-48.1pp | 37.79%-35.4pp | 478.82%-476.4pp |
| Employer contribution / active EE | $2,278 | $3,121-27.0% | $2,357-3.4% | $4,839-52.9% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $281 | $8,069-96.5% | $6,182-95.5% | $12,315-97.7% |