Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,975 | $85,766-82.5% | $136,298-89.0% | $70,126-78.6% |
| Participation rate | 74.2% | 74.2%0pp | 81.9%-7.7pp | 69.5%+4.7pp |
| Annual return | 13.71% | 31.46%-17.7pp | 5156.27%-5142.6pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,598 | $2,966-12.4% | $4,696-44.7% | $2,343+10.9% |
| Participant deferral / active EE | $3,318 | $5,051-34.3% | $6,247-46.9% | $3,332-0.4% |
| Admin fee / account holder | $65 | $5,421-98.8% | $9,244-99.3% | $4,645-98.6% |