Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,967 | $93,598-94.7% | $135,974-96.3% | $75,173-93.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.46% | 30.89%-7.4pp | 68.30%-44.8pp | 160.72%-137.3pp |
| Employer contribution / active EE | $1,403 | $3,538-60.4% | $4,859-71.1% | $2,671-47.5% |
| Participant deferral / active EE | $858 | $6,405-86.6% | $7,760-88.9% | $4,126-79.2% |
| Admin fee / account holder | $49 | $6,978-99.3% | $10,767-99.5% | $5,651-99.1% |