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 | $10,000 | $185,225-94.6% | $142,898-93.0% | $167,536-94.0% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 0.85% | 8558.12%-8557.3pp | 5639.64%-5638.8pp | 478.82%-478.0pp |
| Employer contribution / active EE | $870 | $5,607-84.5% | $4,146-79.0% | $4,839-82.0% |
| Participant deferral / active EE | $3,900 | $4,496-13.3% | $3,838+1.6% | $6,342-38.5% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |