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.
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 | $4,030 | $97,125-95.9% | $86,233-95.3% | $137,256-97.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 18.77% | 74.19%-55.4pp | 61.39%-42.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $777 | $2,841-72.7% | $2,504-69.0% | $4,156-81.3% |
| Participant deferral / active EE | $367 | $5,180-92.9% | $4,559-92.0% | $6,407-94.3% |
| Admin fee / account holder | $141 | $9,725-98.5% | $8,342-98.3% | $12,270-98.8% |