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 | $10,925 | $202,342-94.6% | $172,753-93.7% | $152,909-92.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.10% | 1029.88%-1018.8pp | 803.00%-791.9pp | 345.46%-334.4pp |
| Employer contribution / active EE | $7,723 | $5,857+31.9% | $5,144+50.1% | $4,764+62.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $55 | $17,112-99.7% | $13,956-99.6% | $11,601-99.5% |