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 | $9,517 | $71,230-86.6% | $93,727-89.8% | $80,959-88.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 4.06% | 11.26%-7.2pp | 133.83%-129.8pp | 35.67%-31.6pp |
| Employer contribution / active EE | $851 | $1,565-45.6% | $2,421-64.9% | $2,757-69.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $115 | $6,961-98.3% | $8,292-98.6% | $6,925-98.3% |