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 | $6,318 | $152,612-95.9% | $125,192-95.0% | $152,897-95.9% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 3.98% | 54.85%-50.9pp | 43.79%-39.8pp | 345.43%-341.4pp |
| Employer contribution / active EE | $3,046 | $4,947-38.4% | $3,866-21.2% | $4,764-36.1% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |