Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,512 | $102,422-91.7% | $147,117-94.2% | $80,959-89.5% |
| Participation rate | 87.9% | 75.9%+12.0pp | 82.2%+5.7pp | 67.7%+20.2pp |
| Annual return | 13.74% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,095 | $3,717-70.5% | $4,932-77.8% | $2,757-60.3% |
| Participant deferral / active EE | $1,813 | $6,652-72.7% | $8,065-77.5% | $4,300-57.8% |
| Admin fee / account holder | $108 | $7,953-98.6% | $12,993-99.2% | $6,925-98.4% |