Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,576 | $124,187-94.7% | $108,410-93.9% | $167,518-96.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.15% | 1379.80%-1375.6pp | 905.34%-901.2pp | 478.71%-474.6pp |
| Employer contribution / active EE | $786 | $4,187-81.2% | $3,558-77.9% | $4,838-83.8% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,562-100.0% | $6,342-100.0% |
| Admin fee / account holder | $140 | $9,456-98.5% | $7,296-98.1% | $12,312-98.9% |