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 | $986 | $67,823-98.5% | $52,425-98.1% | $137,256-99.3% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | 2.05% | 219.11%-217.1pp | 302.12%-300.1pp | 220.34%-218.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $490 | $2,288-78.6% | $1,790-72.6% | $6,407-92.3% |
| Admin fee / account holder | $144 | $2,844-94.9% | $2,495-94.2% | $12,270-98.8% |