Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,700 | $142,392-92.5% | $119,622-91.1% | $134,532-92.0% |
| Participation rate | 91.7% | 82.8%+8.8pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -18.82% | -12.46%-6.4pp | -14.98%-3.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,726 | $5,224-67.0% | $4,232-59.2% | $4,741-63.6% |
| Participant deferral / active EE | $1,129 | $6,467-82.5% | $5,601-79.8% | $6,401-82.4% |
| Admin fee / account holder | $239 | $13,593-98.2% | $10,328-97.7% | $11,429-97.9% |