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 | $2,778 | $84,236-96.7% | $170,435-98.4% | $70,126-96.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.19% | 23.06%-8.9pp | 205.94%-191.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $688 | $3,387-79.7% | $5,432-87.3% | $2,343-70.6% |
| Participant deferral / active EE | $541 | $3,086-82.5% | $4,939-89.0% | $3,332-83.8% |
| Admin fee / account holder | $40 | $5,698-99.3% | $13,881-99.7% | $4,645-99.1% |