Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $25,832 | $83,485-69.1% | $125,180-79.4% | $72,983-64.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.37% | 25.78%-5.4pp | 43.79%-23.4pp | 81.01%-60.6pp |
| Employer contribution / active EE | $3,480 | $2,346+48.4% | $3,866-10.0% | $2,440+42.6% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $202 | $5,518-96.3% | $9,703-97.9% | $5,124-96.1% |