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 | $28,043 | $181,896-84.6% | $156,551-82.1% | $273,972-89.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -6.06% | 30.74%-36.8pp | 32.23%-38.3pp | 41.46%-47.5pp |
| Employer contribution / active EE | $5,514 | $6,248-11.8% | $5,501+0.2% | $4,869+13.2% |
| Participant deferral / active EE | $6,000 | $5,550+8.1% | $4,871+23.2% | $5,287+13.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |