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 | $24,463 | $202,342-87.9% | $172,753-85.8% | $152,909-84.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.43% | 1029.88%-1019.4pp | 803.00%-792.6pp | 345.46%-335.0pp |
| Employer contribution / active EE | $7,840 | $5,857+33.9% | $5,144+52.4% | $4,764+64.6% |
| Participant deferral / active EE | $4,055 | $5,948-31.8% | $5,198-22.0% | $5,851-30.7% |
| Admin fee / account holder | $46 | $17,112-99.7% | $13,956-99.7% | $11,601-99.6% |