Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,302 | $167,522-89.7% | $151,639-88.6% | $134,532-87.1% |
| Participation rate | 81.0% | 88.4%-7.4pp | 87.5%-6.5pp | 81.2%-0.3pp |
| Annual return | -27.91% | 7.81%-35.7pp | 3.34%-31.2pp | 418.27%-446.2pp |
| Employer contribution / active EE | $4,332 | $6,828-36.6% | $6,165-29.7% | $4,741-8.6% |
| Participant deferral / active EE | $9,579 | $8,986+6.6% | $8,363+14.5% | $6,401+49.7% |
| Admin fee / account holder | $14 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |