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 | $7,367 | $86,050-91.4% | $189,758-96.1% | $94,015-92.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 0.43% | 17.77%-17.3pp | 52.62%-52.2pp | 17.84%-17.4pp |
| Employer contribution / active EE | $2,517 | $2,819-10.7% | $4,767-47.2% | $2,790-9.8% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $260 | $6,627-96.1% | $20,388-98.7% | $8,951-97.1% |