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 | $7,998 | $160,028-95.0% | $147,080-94.6% | $145,884-94.5% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 19.27% | 98.60%-79.3pp | 420.17%-400.9pp | 551.85%-532.6pp |
| Employer contribution / active EE | $1,095 | $5,286-79.3% | $4,933-77.8% | $4,662-76.5% |
| Participant deferral / active EE | $1,732 | $8,422-79.4% | $8,066-78.5% | $6,690-74.1% |
| Admin fee / account holder | $16 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |