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 | $9,775 | $46,732-79.1% | $156,551-93.8% | $55,167-82.3% |
| Participation rate | 75.7% | 65.8%+9.9pp | 84.0%-8.3pp | 69.0%+6.7pp |
| Annual return | 1.30% | 17.72%-16.4pp | 32.23%-30.9pp | 169.23%-167.9pp |
| Employer contribution / active EE | $498 | $2,105-76.4% | $5,501-91.0% | $1,963-74.6% |
| Participant deferral / active EE | $839 | $2,204-61.9% | $4,871-82.8% | $3,054-72.5% |
| Admin fee / account holder | $265 | $418-36.6% | $13,028-98.0% | $504-47.3% |