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 | $4,603 | $65,703-93.0% | $94,224-95.1% | $59,632-92.3% |
| Participation rate | 92.6% | 72.1%+20.5pp | 78.8%+13.8pp | 68.7%+23.9pp |
| Annual return | -3.89% | 5.22%-9.1pp | 10.68%-14.6pp | 2041.32%-2045.2pp |
| Employer contribution / active EE | $1,274 | $2,021-36.9% | $3,587-64.5% | $2,203-42.2% |
| Participant deferral / active EE | $1,940 | $3,143-38.3% | $4,320-55.1% | $3,192-39.2% |
| Admin fee / account holder | $81 | $4,264-98.1% | $6,269-98.7% | $4,297-98.1% |