Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,532 | $123,793-89.1% | $177,840-92.4% | $79,852-83.1% |
| Participation rate | 97.7% | 84.7%+13.0pp | 87.7%+10.0pp | 69.6%+28.0pp |
| Annual return | 22.18% | 22.82%-0.6pp | 48.32%-26.1pp | 31.72%-9.5pp |
| Employer contribution / active EE | $2,550 | $4,095-37.7% | $5,919-56.9% | $2,471+3.2% |
| Participant deferral / active EE | $2,760 | $5,956-53.7% | $7,714-64.2% | $3,740-26.2% |
| Admin fee / account holder | $174 | $7,243-97.6% | $12,431-98.6% | $5,306-96.7% |