Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,620 | $175,231-90.5% | $149,696-88.9% | $139,466-88.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.54% | 166.77%-158.2pp | 134.46%-125.9pp | 373.66%-365.1pp |
| Employer contribution / active EE | $2,399 | $5,478-56.2% | $4,821-50.2% | $4,754-49.5% |
| Participant deferral / active EE | $5,921 | $6,521-9.2% | $5,682+4.2% | $6,712-11.8% |
| Admin fee / account holder | $263 | $16,155-98.4% | $13,212-98.0% | $11,409-97.7% |