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 | $10,977 | $106,864-89.7% | $147,318-92.5% | $82,637-86.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 38.54% | 27.49%+11.0pp | 70.43%-31.9pp | 53.51%-15.0pp |
| Employer contribution / active EE | $1,322 | $3,417-61.3% | $4,593-71.2% | $2,552-48.2% |
| Participant deferral / active EE | $1,780 | $6,496-72.6% | $7,906-77.5% | $4,126-56.9% |
| Admin fee / account holder | $96 | $8,415-98.9% | $13,708-99.3% | $7,339-98.7% |