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 | $9,815 | $96,558-89.8% | $80,977-87.9% | $273,972-96.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -0.74% | 15.14%-15.9pp | 17.11%-17.8pp | 41.46%-42.2pp |
| Employer contribution / active EE | $11,358 | $4,869+133.3% | $3,715+205.8% | $4,869+133.3% |
| Participant deferral / active EE | $2,991 | $6,598-54.7% | $5,696-47.5% | $5,287-43.4% |
| Admin fee / account holder | $31 | $7,493-99.6% | $5,517-99.4% | $10,133-99.7% |