Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,402 | $209,874-89.8% | $189,537-88.7% | $167,536-87.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.10% | 748.61%-748.5pp | 555.34%-555.2pp | 478.82%-478.7pp |
| Employer contribution / active EE | $1,725 | $6,913-75.1% | $6,161-72.0% | $4,839-64.4% |
| Participant deferral / active EE | $10,165 | $8,934+13.8% | $8,220+23.7% | $6,342+60.3% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |