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 | $12,910 | $86,949-85.2% | $102,460-87.4% | $80,959-84.1% |
| Participation rate | 72.4% | 72.4%0pp | 76.5%-4.1pp | 67.7%+4.7pp |
| Annual return | 1.21% | 18.89%-17.7pp | 29.47%-28.3pp | 35.67%-34.5pp |
| Employer contribution / active EE | $9,225 | $2,370+289.3% | $3,025+204.9% | $2,757+234.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $256 | $8,048-96.8% | $9,460-97.3% | $6,925-96.3% |