Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,980 | $211,224-93.9% | $178,505-92.7% | $145,897-91.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.17% | 30.28%-21.1pp | 27.16%-18.0pp | 552.29%-543.1pp |
| Employer contribution / active EE | $725 | $4,577-84.2% | $3,955-81.7% | $4,663-84.5% |
| Participant deferral / active EE | $863 | $6,966-87.6% | $6,280-86.3% | $6,689-87.1% |
| Admin fee / account holder | $152 | $12,109-98.7% | $10,428-98.5% | $13,390-98.9% |