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 | $76,407-92.3% | $150,298-96.1% | $82,448-92.9% |
| Participation rate | 87.5% | 66.4%+21.1pp | 77.8%+9.7pp | 68.1%+19.4pp |
| Annual return | 17.49% | 39.99%-22.5pp | 62.79%-45.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $439 | $2,614-83.2% | $4,154-89.4% | $2,551-82.8% |
| Participant deferral / active EE | $173 | $3,214-94.6% | $5,453-96.8% | $4,139-95.8% |
| Admin fee / account holder | $105 | $6,352-98.4% | $14,116-99.3% | $7,234-98.6% |