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 | $16,575 | $86,938-80.9% | $102,423-83.8% | $80,925-79.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 4.89% | 18.89%-14.0pp | 29.42%-24.5pp | 35.65%-30.8pp |
| Employer contribution / active EE | $1,597 | $2,369-32.6% | $3,023-47.2% | $2,756-42.1% |
| Participant deferral / active EE | $2,898 | $4,120-29.7% | $5,054-42.7% | $4,299-32.6% |
| Admin fee / account holder | $212 | $8,053-97.4% | $9,455-97.8% | $6,940-97.0% |