Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,108 | $167,533-86.2% | $151,645-84.8% | $134,545-82.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.76% | 7.81%-6.1pp | 3.34%-1.6pp | 418.37%-416.6pp |
| Employer contribution / active EE | $8,613 | $6,828+26.1% | $6,165+39.7% | $4,742+81.6% |
| Participant deferral / active EE | $2,563 | $8,985-71.5% | $8,363-69.4% | $6,401-60.0% |
| Admin fee / account holder | $39 | $13,781-99.7% | $11,614-99.7% | $11,431-99.7% |