Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,963 | $124,351-93.6% | $109,188-92.7% | $167,553-95.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 14.54% | 26.04%-11.5pp | 25.76%-11.2pp | 478.89%-464.4pp |
| Employer contribution / active EE | $2,225 | $4,210-47.2% | $3,723-40.2% | $4,840-54.0% |
| Participant deferral / active EE | $1,238 | $5,257-76.4% | $4,654-73.4% | $6,343-80.5% |
| Admin fee / account holder | $21 | $7,975-99.7% | $6,755-99.7% | $12,316-99.8% |