Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,654 | $135,954-94.4% | $123,893-93.8% | $273,968-97.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 2.18% | 56.63%-54.4pp | 47.52%-45.3pp | 41.45%-39.3pp |
| Employer contribution / active EE | $1,736 | $5,170-66.4% | $4,617-62.4% | $4,869-64.3% |
| Participant deferral / active EE | $4,088 | $6,343-35.5% | $5,984-31.7% | $5,287-22.7% |
| Admin fee / account holder | $12 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |