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 | $8,685 | $107,368-91.9% | $92,915-90.7% | $152,909-94.3% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.5%+11.7pp |
| Annual return | 1.26% | 145.64%-144.4pp | 109.45%-108.2pp | 345.46%-344.2pp |
| Employer contribution / active EE | $1,321 | $4,222-68.7% | $3,653-63.8% | $4,764-72.3% |
| Participant deferral / active EE | $2,300 | $4,848-52.6% | $4,238-45.7% | $5,851-60.7% |
| Admin fee / account holder | $68 | $7,082-99.0% | $5,796-98.8% | $11,601-99.4% |