Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,327 | $73,978-87.4% | $96,515-90.3% | $75,173-87.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 3.17% | 26.72%-23.6pp | 35.73%-32.6pp | 160.72%-157.6pp |
| Employer contribution / active EE | $3,333 | $2,931+13.7% | $3,740-10.9% | $2,671+24.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17 | $5,219-99.7% | $6,735-99.7% | $5,651-99.7% |