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 | $4,323 | $48,078-91.0% | $78,676-94.5% | $62,881-93.1% |
| Participation rate | 80.6% | 65.2%+15.4pp | 73.6%+7.0pp | 69.3%+11.3pp |
| Annual return | 81.01% | 31.36%+49.7pp | 62.19%+18.8pp | 20.14%+60.9pp |
| Employer contribution / active EE | $883 | $2,015-56.2% | $2,850-69.0% | $2,281-61.3% |
| Participant deferral / active EE | $619 | $2,587-76.1% | $3,517-82.4% | $3,203-80.7% |
| Admin fee / account holder | $47 | $3,206-98.5% | $4,510-99.0% | $4,296-98.9% |