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 | $27,949 | $162,829-82.8% | $133,982-79.1% | $158,988-82.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.96% | 41.95%-25.0pp | 45.10%-28.1pp | 303.00%-286.0pp |
| Employer contribution / active EE | $3,007 | $4,976-39.6% | $3,919-23.3% | $4,763-36.9% |
| Participant deferral / active EE | $1,434 | $5,911-75.7% | $5,047-71.6% | $5,983-76.0% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |