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 | $3,651 | $100,970-96.4% | $96,576-96.2% | $137,256-97.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 33.16% | 38.16%-5.0pp | 38.47%-5.3pp | 220.34%-187.2pp |
| Employer contribution / active EE | $195 | $3,809-94.9% | $3,553-94.5% | $4,156-95.3% |
| Participant deferral / active EE | $195 | $8,286-97.6% | $7,956-97.5% | $6,407-97.0% |
| Admin fee / account holder | $8 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |