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 | $846 | $37,156-97.7% | $83,854-99.0% | $86,983-99.0% |
| Participation rate | 80.8% | 49.1%+31.7pp | 59.1%+21.7pp | 69.5%+11.2pp |
| Annual return | 6.94% | 29.88%-22.9pp | 31.39%-24.4pp | 25.83%-18.9pp |
| Employer contribution / active EE | $47 | $661-92.9% | $1,017-95.4% | $2,584-98.2% |
| Participant deferral / active EE | $303 | $1,418-78.6% | $2,035-85.1% | $4,194-92.8% |
| Admin fee / account holder | $83 | $2,510-96.7% | $3,197-97.4% | $7,856-98.9% |