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 | $10,132 | $90,486-88.8% | $78,676-87.1% | $273,972-96.3% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 0.09% | 75.62%-75.5pp | 62.19%-62.1pp | 41.46%-41.4pp |
| Employer contribution / active EE | $913 | $3,175-71.3% | $2,850-68.0% | $4,869-81.3% |
| Participant deferral / active EE | $1,410 | $3,901-63.9% | $3,517-59.9% | $5,287-73.3% |
| Admin fee / account holder | $199 | $5,263-96.2% | $4,510-95.6% | $10,133-98.0% |