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 | $9,613 | $100,060-90.4% | $149,721-93.6% | $70,126-86.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 7.22% | 27.46%-20.2pp | 1501.67%-1494.5pp | 73.15%-65.9pp |
| Employer contribution / active EE | $2,353 | $3,661-35.7% | $5,444-56.8% | $2,343+0.4% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $68 | $8,285-99.2% | $11,282-99.4% | $4,645-98.5% |