Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,104 | $65,367-89.1% | $92,915-92.4% | $72,976-90.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 4.06% | 42.11%-38.0pp | 109.45%-105.4pp | 81.02%-77.0pp |
| Employer contribution / active EE | $1,415 | $2,594-45.4% | $3,653-61.3% | $2,440-42.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $267 | $4,251-93.7% | $5,796-95.4% | $5,124-94.8% |