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 | $2,372 | $43,730-94.6% | $121,220-98.0% | $64,173-96.3% |
| Participation rate | 74.4% | 58.3%+16.0pp | 71.8%+2.6pp | 69.6%+4.8pp |
| Annual return | 14.01% | 68.94%-54.9pp | 16.94%-2.9pp | 7.63%+6.4pp |
| Employer contribution / active EE | $253 | $1,297-80.5% | $4,023-93.7% | $2,381-89.4% |
| Participant deferral / active EE | $666 | $2,281-70.8% | $3,345-80.1% | $3,470-80.8% |
| Admin fee / account holder | $278 | $3,502-92.1% | $5,021-94.5% | $4,887-94.3% |