Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,326 | $136,307-87.3% | $106,619-83.7% | $273,972-93.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.29% | 11.05%-3.8pp | 9.42%-2.1pp | 41.46%-34.2pp |
| Employer contribution / active EE | $5,000 | $5,190-3.7% | $3,947+26.7% | $4,869+2.7% |
| Participant deferral / active EE | $1,045 | $4,969-79.0% | $3,930-73.4% | $5,287-80.2% |
| Admin fee / account holder | $114 | $8,625-98.7% | $6,418-98.2% | $10,133-98.9% |