Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,098 | $157,276-90.4% | $141,177-89.3% | $152,885-90.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -1.17% | 64.33%-65.5pp | 71.40%-72.6pp | 345.39%-346.6pp |
| Employer contribution / active EE | $6,400 | $5,262+21.6% | $4,736+35.1% | $4,763+34.4% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $170 | $12,123-98.6% | $10,263-98.3% | $11,598-98.5% |