Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,600 | $77,638-87.6% | $156,551-93.9% | $62,881-84.7% |
| Participation rate | 81.5% | 71.2%+10.3pp | 84.0%-2.5pp | 69.3%+12.2pp |
| Annual return | -3.25% | 50.33%-53.6pp | 32.23%-35.5pp | 20.14%-23.4pp |
| Employer contribution / active EE | $875 | $3,444-74.6% | $5,501-84.1% | $2,281-61.6% |
| Participant deferral / active EE | $865 | $3,046-71.6% | $4,871-82.2% | $3,203-73.0% |
| Admin fee / account holder | $82 | $5,561-98.5% | $13,028-99.4% | $4,296-98.1% |