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 | $9,037 | $127,386-92.9% | $115,037-92.1% | $125,393-92.8% |
| Participation rate | 86.4% | 84.2%+2.2pp | 81.4%+5.0pp | 83.2%+3.2pp |
| Annual return | -0.90% | 31.28%-32.2pp | 26.14%-27.0pp | 282.23%-283.1pp |
| Employer contribution / active EE | $1,052 | $5,166-79.6% | $4,608-77.2% | $4,866-78.4% |
| Participant deferral / active EE | $987 | $6,423-84.6% | $6,026-83.6% | $5,351-81.6% |
| Admin fee / account holder | $14 | $9,516-99.9% | $8,175-99.8% | $9,541-99.9% |