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 | $9,648 | $60,128-84.0% | $90,440-89.3% | $79,852-87.9% |
| Participation rate | 94.7% | 65.0%+29.7pp | 72.7%+22.0pp | 69.6%+25.1pp |
| Annual return | 5.72% | 71.95%-66.2pp | 1294.38%-1288.7pp | 31.72%-26.0pp |
| Employer contribution / active EE | $1,189 | $2,068-42.5% | $3,263-63.6% | $2,471-51.9% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $109 | $3,977-97.3% | $5,615-98.1% | $5,306-98.0% |