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 | $14,026 | $86,701-83.8% | $73,309-80.9% | $125,389-88.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.01% | 2.78%-1.8pp | 5.67%-4.7pp | 282.24%-281.2pp |
| Employer contribution / active EE | $834 | $4,152-79.9% | $3,237-74.2% | $4,866-82.9% |
| Participant deferral / active EE | $601 | $5,549-89.2% | $4,991-88.0% | $5,352-88.8% |
| Admin fee / account holder | $37 | $7,768-99.5% | $5,635-99.3% | $9,541-99.6% |