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 | $6,997 | $157,829-95.6% | $136,867-94.9% | $198,609-96.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 22.92% | 51.25%-28.3pp | 42.97%-20.1pp | 202.70%-179.8pp |
| Employer contribution / active EE | $763 | $3,923-80.5% | $3,547-78.5% | $5,055-84.9% |
| Participant deferral / active EE | $954 | $5,463-82.5% | $4,924-80.6% | $6,977-86.3% |
| Admin fee / account holder | $12 | $11,107-99.9% | $10,340-99.9% | $19,030-99.9% |