Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,970 | $147,556-97.3% | $129,031-96.9% | $198,609-98.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 20.89% | 37.41%-16.5pp | 34.67%-13.8pp | 202.70%-181.8pp |
| Employer contribution / active EE | $1,180 | $3,645-67.6% | $3,226-63.4% | $5,055-76.7% |
| Participant deferral / active EE | $1,362 | $5,760-76.3% | $5,217-73.9% | $6,977-80.5% |
| Admin fee / account holder | $89 | $15,467-99.4% | $13,208-99.3% | $19,030-99.5% |