Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,207 | $152,612-86.8% | $125,192-83.9% | $152,897-86.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 9.58% | 54.85%-45.3pp | 43.79%-34.2pp | 345.43%-335.9pp |
| Employer contribution / active EE | $8,121 | $4,947+64.2% | $3,866+110.1% | $4,764+70.5% |
| Participant deferral / active EE | $9,500 | $5,868+61.9% | $4,937+92.4% | $5,851+62.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |