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 | $15,700 | $148,582-89.4% | $135,942-88.5% | $139,456-88.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 8.08% | 79.26%-71.2pp | 68.28%-60.2pp | 373.45%-365.4pp |
| Employer contribution / active EE | $1,870 | $5,245-64.4% | $4,858-61.5% | $4,753-60.7% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $178 | $12,402-98.6% | $10,764-98.4% | $11,407-98.4% |