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 | $17,364 | $63,346-72.6% | $92,240-81.2% | $70,126-75.2% |
| Participation rate | 76.7% | 68.7%+8.0pp | 76.5%+0.2pp | 69.5%+7.1pp |
| Annual return | 11.46% | 530.19%-518.7pp | 176.29%-164.8pp | 73.15%-61.7pp |
| Employer contribution / active EE | $1,835 | $2,471-25.8% | $3,680-50.1% | $2,343-21.7% |
| Participant deferral / active EE | $3,494 | $2,854+22.4% | $3,897-10.4% | $3,332+4.9% |
| Admin fee / account holder | $245 | $3,841-93.6% | $5,194-95.3% | $4,645-94.7% |