Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,835 | $175,231-95.0% | $149,696-94.1% | $139,466-93.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.03% | 166.77%-158.7pp | 134.46%-126.4pp | 373.66%-365.6pp |
| Employer contribution / active EE | $2,815 | $5,478-48.6% | $4,821-41.6% | $4,754-40.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $62 | $16,155-99.6% | $13,212-99.5% | $11,409-99.5% |