Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $5,968 | $103,392-94.2% | $87,104-93.1% | $152,897-96.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 35.66% | 28.10%+7.6pp | 28.19%+7.5pp | 345.43%-309.8pp |
| Employer contribution / active EE | $1,711 | $3,221-46.9% | $2,521-32.1% | $4,764-64.1% |
| Participant deferral / active EE | $1,314 | $4,778-72.5% | $4,048-67.6% | $5,851-77.6% |
| Admin fee / account holder | $47 | $12,194-99.6% | $7,491-99.4% | $11,599-99.6% |