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 | $7,652 | $84,685-91.0% | $73,836-89.6% | $125,389-93.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | 0.70% | 3123.80%-3123.1pp | 2268.06%-2267.4pp | 282.24%-281.5pp |
| Employer contribution / active EE | $360 | $3,123-88.5% | $2,787-87.1% | $4,866-92.6% |
| Participant deferral / active EE | $523 | $3,993-86.9% | $3,583-85.4% | $5,352-90.2% |
| Admin fee / account holder | $193 | $5,694-96.6% | $4,882-96.0% | $9,541-98.0% |