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 | $9,519 | $154,228-93.8% | $145,433-93.5% | $137,256-93.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 4.51% | 74.59%-70.1pp | 66.58%-62.1pp | 220.34%-215.8pp |
| Employer contribution / active EE | $1,250 | $4,804-74.0% | $4,554-72.6% | $4,156-69.9% |
| Participant deferral / active EE | $2,781 | $8,216-66.2% | $7,897-64.8% | $6,407-56.6% |
| Admin fee / account holder | $84 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |