Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,460 | $76,371-68.0% | $93,621-73.9% | $72,976-66.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 6.52% | 25.82%-19.3pp | 32.76%-26.2pp | 81.02%-74.5pp |
| Employer contribution / active EE | $3,619 | $2,276+59.0% | $2,719+33.1% | $2,440+48.3% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $285 | $6,839-95.8% | $7,890-96.4% | $5,124-94.4% |