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 | $17,319 | $202,342-91.4% | $172,752-90.0% | $152,897-88.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.08% | 1029.83%-1025.7pp | 802.97%-798.9pp | 345.43%-341.3pp |
| Employer contribution / active EE | $2,704 | $5,858-53.8% | $5,144-47.4% | $4,764-43.2% |
| Participant deferral / active EE | $7,098 | $5,948+19.3% | $5,198+36.6% | $5,851+21.3% |
| Admin fee / account holder | $283 | $17,111-98.3% | $13,955-98.0% | $11,599-97.6% |