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 | $3,147 | $114,712-97.3% | $173,730-98.2% | $87,485-96.4% |
| Participation rate | 75.0% | 73.0%+2.0pp | 79.6%-4.6pp | 68.9%+6.1pp |
| Annual return | 34.01% | 20.18%+13.8pp | 19.96%+14.1pp | 26.06%+8.0pp |
| Employer contribution / active EE | $902 | $2,904-69.0% | $4,577-80.3% | $2,596-65.3% |
| Participant deferral / active EE | $904 | $4,642-80.5% | $6,326-85.7% | $4,274-78.8% |
| Admin fee / account holder | $53 | $10,210-99.5% | $17,523-99.7% | $7,775-99.3% |