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 | $9,174 | $87,544-89.5% | $75,784-87.9% | $125,388-92.7% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -14.41% | 13.49%-27.9pp | 9.68%-24.1pp | 282.24%-296.7pp |
| Employer contribution / active EE | $1,728 | $3,930-56.0% | $3,323-48.0% | $4,866-64.5% |
| Participant deferral / active EE | $4,560 | $4,229+7.8% | $3,652+24.9% | $5,352-14.8% |
| Admin fee / account holder | $188 | $6,502-97.1% | $5,300-96.5% | $9,541-98.0% |