Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,209 | $202,342-91.0% | $172,752-89.5% | $152,897-88.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.15% | 1029.83%-1026.7pp | 802.97%-799.8pp | 345.43%-342.3pp |
| Employer contribution / active EE | $4,902 | $5,858-16.3% | $5,144-4.7% | $4,764+2.9% |
| Participant deferral / active EE | $11,000 | $5,948+84.9% | $5,198+111.6% | $5,851+88.0% |
| Admin fee / account holder | $5 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |