Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,509 | $87,546-91.4% | $75,784-90.1% | $125,389-94.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 9.12% | 13.49%-4.4pp | 9.68%-0.6pp | 282.24%-273.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $972 | $4,230-77.0% | $3,652-73.4% | $5,352-81.8% |
| Admin fee / account holder | $64 | $6,503-99.0% | $5,300-98.8% | $9,541-99.3% |