Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,532 | $104,924-90.0% | $84,623-87.6% | $152,885-93.1% |
| Participation rate | 70.0% | 74.8%-4.8pp | 68.2%+1.8pp | 82.5%-12.5pp |
| Annual return | 4.55% | 373.82%-369.3pp | 258.77%-254.2pp | 345.39%-340.8pp |
| Employer contribution / active EE | $1,470 | $3,302-55.5% | $2,652-44.6% | $4,763-69.1% |
| Participant deferral / active EE | $1,684 | $4,689-64.1% | $3,899-56.8% | $5,851-71.2% |
| Admin fee / account holder | $134 | $6,242-97.9% | $4,913-97.3% | $11,598-98.8% |