Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,884 | $185,905-87.7% | $170,057-86.5% | $139,487-83.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.12% | 60.56%-56.4pp | 53.42%-49.3pp | 373.84%-369.7pp |
| Employer contribution / active EE | $5,683 | $7,597-25.2% | $6,790-16.3% | $4,755+19.5% |
| Participant deferral / active EE | $4,429 | $11,627-61.9% | $10,411-57.5% | $6,713-34.0% |
| Admin fee / account holder | $140 | $15,397-99.1% | $12,826-98.9% | $11,407-98.8% |