Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,309 | $154,228-95.9% | $145,433-95.7% | $137,256-95.4% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 36.14% | 74.59%-38.4pp | 66.58%-30.4pp | 220.34%-184.2pp |
| Employer contribution / active EE | $1,401 | $4,804-70.8% | $4,554-69.2% | $4,156-66.3% |
| Participant deferral / active EE | $1,824 | $8,216-77.8% | $7,897-76.9% | $6,407-71.5% |
| Admin fee / account holder | $9 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |