Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,574 | $157,296-88.8% | $141,191-87.6% | $152,897-88.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.26% | 64.34%-64.1pp | 71.41%-71.1pp | 345.43%-345.2pp |
| Employer contribution / active EE | $5,055 | $5,262-3.9% | $4,736+6.7% | $4,764+6.1% |
| Participant deferral / active EE | $2,925 | $7,111-58.9% | $6,710-56.4% | $5,851-50.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |