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 | $9,191 | $103,949-91.2% | $69,182-86.7% | $273,972-96.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -0.61% | 35.28%-35.9pp | -21.93%+21.3pp | 41.46%-42.1pp |
| Employer contribution / active EE | $2,501 | $1,783+40.3% | $1,206+107.3% | $4,869-48.6% |
| Participant deferral / active EE | $6,000 | $2,716+120.9% | $1,897+216.3% | $5,287+13.5% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |