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 | $15,646 | $178,174-91.2% | $156,181-90.0% | $137,256-88.6% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 3.07% | 84.19%-81.1pp | 64.87%-61.8pp | 220.34%-217.3pp |
| Employer contribution / active EE | $1,339 | $4,972-73.1% | $4,294-68.8% | $4,156-67.8% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $151 | $17,404-99.1% | $14,586-99.0% | $12,270-98.8% |