Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,391 | $108,882-97.8% | $96,754-97.5% | $154,746-98.5% |
| Participation rate | 76.9% | 75.1%+1.8pp | 70.3%+6.6pp | 80.7%-3.8pp |
| Annual return | 25.13% | 98.39%-73.3pp | 82.04%-56.9pp | 172.34%-147.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $584 | $5,323-89.0% | $4,758-87.7% | $6,730-91.3% |
| Admin fee / account holder | $94 | $10,200-99.1% | $8,905-98.9% | $14,365-99.3% |