Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,519 | $106,749-94.8% | $145,433-96.2% | $82,448-93.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.09% | 27.59%-5.5pp | 66.58%-44.5pp | 41.64%-19.6pp |
| Employer contribution / active EE | $795 | $3,444-76.9% | $4,554-82.6% | $2,551-68.8% |
| Participant deferral / active EE | $1,003 | $6,519-84.6% | $7,897-87.3% | $4,139-75.8% |
| Admin fee / account holder | $24 | $8,390-99.7% | $13,129-99.8% | $7,234-99.7% |