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 | $5,869 | $86,050-93.2% | $189,758-96.9% | $94,015-93.8% |
| Participation rate | 87.5% | 68.9%+18.6pp | 79.8%+7.7pp | 70.8%+16.7pp |
| Annual return | 17.49% | 17.77%-0.3pp | 52.62%-35.1pp | 17.84%-0.4pp |
| Employer contribution / active EE | $439 | $2,819-84.4% | $4,767-90.8% | $2,790-84.3% |
| Participant deferral / active EE | $173 | $3,349-94.8% | $5,856-97.1% | $4,249-95.9% |
| Admin fee / account holder | $105 | $6,627-98.4% | $20,388-99.5% | $8,951-98.8% |