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 | $199,109-92.1% | $173,730-91.0% | $154,746-89.9% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.6%+11.3pp | 80.7%+10.2pp |
| Annual return | 3.07% | 20.02%-16.9pp | 19.96%-16.9pp | 172.34%-169.3pp |
| Employer contribution / active EE | $1,339 | $5,311-74.8% | $4,577-70.8% | $4,379-69.4% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $151 | $20,916-99.3% | $17,523-99.1% | $14,365-99.0% |