Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,494 | $114,119-94.3% | $107,187-93.9% | $138,895-95.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 26.55% | 273.21%-246.7pp | 204.55%-178.0pp | 145.39%-118.8pp |
| Employer contribution / active EE | $1,288 | $4,059-68.3% | $3,782-65.9% | $4,194-69.3% |
| Participant deferral / active EE | $1,313 | $5,538-76.3% | $5,096-74.2% | $6,396-79.5% |
| Admin fee / account holder | $61 | $10,024-99.4% | $9,162-99.3% | $12,562-99.5% |