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 | $8,088 | $52,678-84.6% | $75,784-89.3% | $59,633-86.4% |
| Participation rate | 81.1% | 67.2%+13.9pp | 75.8%+5.3pp | 68.7%+12.4pp |
| Annual return | -4.04% | 2.95%-7.0pp | 9.68%-13.7pp | 2041.40%-2045.4pp |
| Employer contribution / active EE | $1,016 | $2,193-53.7% | $3,323-69.4% | $2,203-53.9% |
| Participant deferral / active EE | $1,123 | $2,591-56.6% | $3,652-69.2% | $3,192-64.8% |
| Admin fee / account holder | $196 | $3,610-94.6% | $5,300-96.3% | $4,297-95.4% |