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 | $11,860 | $124,346-90.5% | $111,306-89.3% | $167,553-92.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 1.72% | 37.46%-35.7pp | 54.67%-53.0pp | 478.89%-477.2pp |
| Employer contribution / active EE | $2,500 | $3,438-27.3% | $2,732-8.5% | $4,840-48.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $11 | $10,623-99.9% | $7,966-99.9% | $12,316-99.9% |