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 | $648 | $106,247-99.4% | $96,515-99.3% | $139,466-99.5% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 65.10% | 38.47%+26.6pp | 35.73%+29.4pp | 373.66%-308.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $535 | $5,456-90.2% | $4,880-89.0% | $6,712-92.0% |
| Admin fee / account holder | $42 | $7,885-99.5% | $6,735-99.4% | $11,409-99.6% |