Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,362 | $58,851-92.6% | $115,170-96.2% | $72,983-94.0% |
| Participation rate | 83.5% | 65.5%+18.0pp | 75.9%+7.6pp | 69.5%+14.0pp |
| Annual return | 4.07% | 23.16%-19.1pp | 35.60%-31.5pp | 81.01%-76.9pp |
| Employer contribution / active EE | $1,371 | $1,798-23.7% | $3,179-56.9% | $2,440-43.8% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $157 | $6,370-97.5% | $7,089-97.8% | $5,124-96.9% |