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 | $24,790 | $86,949-71.5% | $102,460-75.8% | $80,959-69.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.93% | 18.89%-9.0pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,782 | $2,370-24.8% | $3,025-41.1% | $2,757-35.4% |
| Participant deferral / active EE | $2,132 | $4,121-48.3% | $5,056-57.8% | $4,300-50.4% |
| Admin fee / account holder | $104 | $8,048-98.7% | $9,460-98.9% | $6,925-98.5% |