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 | $10,431 | $84,236-87.6% | $170,435-93.9% | $70,126-85.1% |
| Participation rate | 77.8% | 70.8%+6.9pp | 83.6%-5.8pp | 69.5%+8.2pp |
| Annual return | 6.14% | 23.06%-16.9pp | 205.94%-199.8pp | 73.15%-67.0pp |
| Employer contribution / active EE | $988 | $3,387-70.8% | $5,432-81.8% | $2,343-57.8% |
| Participant deferral / active EE | $1,322 | $3,086-57.2% | $4,939-73.2% | $3,332-60.3% |
| Admin fee / account holder | $168 | $5,698-97.0% | $13,881-98.8% | $4,645-96.4% |