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 | $3,721 | $84,236-95.6% | $170,435-97.8% | $70,126-94.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 5.53% | 23.06%-17.5pp | 205.94%-200.4pp | 73.15%-67.6pp |
| Employer contribution / active EE | $803 | $3,387-76.3% | $5,432-85.2% | $2,343-65.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $137 | $5,698-97.6% | $13,881-99.0% | $4,645-97.1% |