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 | $5,561 | $71,230-92.2% | $93,727-94.1% | $80,959-93.1% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.7%+12.3pp |
| Annual return | 9.64% | 11.26%-1.6pp | 133.83%-124.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $392 | $1,565-75.0% | $2,421-83.8% | $2,757-85.8% |
| Participant deferral / active EE | $1,571 | $4,037-61.1% | $4,417-64.4% | $4,300-63.5% |
| Admin fee / account holder | $279 | $6,961-96.0% | $8,292-96.6% | $6,925-96.0% |