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 | $16,674 | $127,387-86.9% | $115,038-85.5% | $125,389-86.7% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -4.98% | 31.28%-36.3pp | 26.14%-31.1pp | 282.24%-287.2pp |
| Employer contribution / active EE | $2,601 | $5,166-49.7% | $4,608-43.6% | $4,866-46.6% |
| Participant deferral / active EE | $6,199 | $6,423-3.5% | $6,026+2.9% | $5,352+15.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |