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 | $4,300 | $201,370-97.9% | $184,256-97.7% | $145,897-97.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.36% | 29.05%-25.7pp | 28.85%-25.5pp | 552.29%-548.9pp |
| Employer contribution / active EE | $2,569 | $7,024-63.4% | $6,427-60.0% | $4,663-44.9% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |