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 | $11,220 | $153,769-92.7% | $133,975-91.6% | $273,972-95.9% |
| Participation rate | 94.1% | 88.4%+5.8pp | 87.1%+7.1pp | 83.0%+11.1pp |
| Annual return | 11.21% | 36.51%-25.3pp | 29.29%-18.1pp | 41.46%-30.2pp |
| Employer contribution / active EE | $4,367 | $6,029-27.6% | $5,211-16.2% | $4,869-10.3% |
| Participant deferral / active EE | $2,229 | $6,958-68.0% | $6,282-64.5% | $5,287-57.8% |
| Admin fee / account holder | $43 | $11,765-99.6% | $9,324-99.5% | $10,133-99.6% |