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 | $5,042 | $112,729-95.5% | $98,716-94.9% | $137,256-96.3% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 21.85% | 38.48%-16.6pp | 31.81%-10.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $590 | $2,725-78.4% | $2,279-74.1% | $4,156-85.8% |
| Participant deferral / active EE | $963 | $4,640-79.3% | $4,048-76.2% | $6,407-85.0% |
| Admin fee / account holder | $222 | $10,129-97.8% | $8,703-97.5% | $12,270-98.2% |