Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,370 | $63,082-86.7% | $81,716-89.8% | $79,852-89.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 2.49% | 22.66%-20.2pp | 29.49%-27.0pp | 31.72%-29.2pp |
| Employer contribution / active EE | $740 | $1,795-58.8% | $4,310-82.8% | $2,471-70.1% |
| Participant deferral / active EE | $1,372 | $2,780-50.6% | $7,108-80.7% | $3,740-63.3% |
| Admin fee / account holder | $0 | $4,428-100.0% | $5,159-100.0% | $5,306-100.0% |