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 | $1,680 | $46,877-96.4% | $122,354-98.6% | $70,126-97.6% |
| Participation rate | 97.0% | 58.2%+38.8pp | 71.6%+25.3pp | 69.5%+27.4pp |
| Annual return | 18.47% | 24.22%-5.8pp | 30.28%-11.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $316 | $1,288-75.4% | $4,051-92.2% | $2,343-86.5% |
| Participant deferral / active EE | $651 | $2,167-69.9% | $3,287-80.2% | $3,332-80.4% |
| Admin fee / account holder | $129 | $3,324-96.1% | $5,479-97.6% | $4,645-97.2% |