Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,243 | $197,637-85.2% | $177,848-83.6% | $158,982-81.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.22% | 58.77%-43.5pp | 48.33%-33.1pp | 302.99%-287.8pp |
| Employer contribution / active EE | $2,022 | $6,698-69.8% | $5,919-65.8% | $4,763-57.6% |
| Participant deferral / active EE | $2,722 | $8,405-67.6% | $7,714-64.7% | $5,983-54.5% |
| Admin fee / account holder | $26 | $15,406-99.8% | $12,431-99.8% | $11,252-99.8% |