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 | $162,136-94.1% | $152,301-93.8% | $154,746-93.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 4.51% | 91.02%-86.5pp | 80.50%-76.0pp | 172.34%-167.8pp |
| Employer contribution / active EE | $1,250 | $4,890-74.4% | $4,624-73.0% | $4,379-71.5% |
| Participant deferral / active EE | $2,781 | $8,341-66.7% | $8,004-65.3% | $6,730-58.7% |
| Admin fee / account holder | $84 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |