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 | $4,903 | $109,908-95.5% | $97,161-95.0% | $145,978-96.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.33% | 243.80%-229.5pp | 75.36%-61.0pp | 550.52%-536.2pp |
| Employer contribution / active EE | $826 | $3,077-73.1% | $2,723-69.7% | $4,662-82.3% |
| Participant deferral / active EE | $624 | $4,679-86.7% | $4,265-85.4% | $6,690-90.7% |
| Admin fee / account holder | $33 | $6,213-99.5% | $5,647-99.4% | $13,400-99.8% |