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 | $6,522 | $85,171-92.3% | $172,752-96.2% | $72,975-91.1% |
| Participation rate | 95.9% | 70.1%+25.9pp | 82.6%+13.3pp | 69.5%+26.4pp |
| Annual return | 25.16% | 27.32%-2.2pp | 802.97%-777.8pp | 81.01%-55.9pp |
| Employer contribution / active EE | $1,224 | $3,324-63.2% | $5,144-76.2% | $2,440-49.8% |
| Participant deferral / active EE | $706 | $3,260-78.3% | $5,198-86.4% | $3,608-80.4% |
| Admin fee / account holder | $98 | $5,880-98.3% | $13,955-99.3% | $5,124-98.1% |