Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,162 | $162,812-95.0% | $133,971-93.9% | $158,966-94.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.56% | 41.94%-26.4pp | 45.09%-29.5pp | 302.95%-287.4pp |
| Employer contribution / active EE | $979 | $4,976-80.3% | $3,919-75.0% | $4,762-79.5% |
| Participant deferral / active EE | $1,565 | $5,910-73.5% | $5,047-69.0% | $5,983-73.9% |
| Admin fee / account holder | $212 | $11,741-98.2% | $8,929-97.6% | $11,250-98.1% |