Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,128 | $65,361-93.7% | $92,903-95.6% | $72,983-94.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 43.78% | 42.11%+1.7pp | 109.43%-65.6pp | 81.01%-37.2pp |
| Employer contribution / active EE | $1,921 | $2,594-26.0% | $3,653-47.4% | $2,440-21.3% |
| Participant deferral / active EE | $577 | $3,128-81.6% | $4,238-86.4% | $3,608-84.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |