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 | $4,526 | $35,183-87.1% | $73,550-93.8% | $70,126-93.5% |
| Participation rate | 91.5% | 42.9%+48.6pp | 54.9%+36.6pp | 69.5%+22.0pp |
| Annual return | 10.95% | 26.90%-16.0pp | -15.16%+26.1pp | 73.15%-62.2pp |
| Employer contribution / active EE | $423 | $709-40.4% | $1,219-65.3% | $2,343-82.0% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $209 | $2,302-90.9% | $2,320-91.0% | $4,645-95.5% |