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 | $11,261 | $192,829-94.2% | $142,516-92.1% | $139,487-91.9% |
| Participation rate | 0.0% | 81.4%-81.4pp | 76.8%-76.8pp | 80.3%-80.3pp |
| Annual return | 3.02% | 18.07%-15.1pp | 20.03%-17.0pp | 373.84%-370.8pp |
| Employer contribution / active EE | $0 | $5,808-100.0% | $4,849-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,120-100.0% | $10,008-100.0% | $11,407-100.0% |