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 | $10,307 | $156,398-93.4% | $147,318-93.0% | $138,895-92.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 9.74% | 78.75%-69.0pp | 70.43%-60.7pp | 145.39%-135.7pp |
| Employer contribution / active EE | $8,877 | $4,853+82.9% | $4,593+93.3% | $4,194+111.6% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $70 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |