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 | $3,414 | $87,546-96.1% | $75,784-95.5% | $125,389-97.3% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -11.20% | 13.49%-24.7pp | 9.68%-20.9pp | 282.24%-293.4pp |
| Employer contribution / active EE | $845 | $3,930-78.5% | $3,323-74.6% | $4,866-82.6% |
| Participant deferral / active EE | $1,411 | $4,230-66.6% | $3,652-61.4% | $5,352-73.6% |
| Admin fee / account holder | $27 | $6,503-99.6% | $5,300-99.5% | $9,541-99.7% |