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 | $18,120 | $93,346-80.6% | $71,796-74.8% | $273,972-93.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.40% | 130.39%-130.0pp | 78.04%-77.6pp | 41.46%-41.1pp |
| Employer contribution / active EE | $4,659 | $2,733+70.5% | $1,924+142.1% | $4,869-4.3% |
| Participant deferral / active EE | $3,525 | $3,475+1.4% | $2,794+26.1% | $5,287-33.3% |
| Admin fee / account holder | $97 | $6,571-98.5% | $4,815-98.0% | $10,133-99.0% |