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.
Participant contribution per participant 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 | $9,574 | $91,198-89.5% | $178,503-94.6% | $79,856-88.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.41% | 24.20%-11.8pp | 151.12%-138.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $713 | $3,257-78.1% | $5,011-85.8% | $2,471-71.2% |
| Participant deferral / active EE | $876 | $3,237-72.9% | $5,202-83.2% | $3,741-76.6% |
| Admin fee / account holder | $144 | $6,748-97.9% | $13,987-99.0% | $5,306-97.3% |