Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,625 | $159,934-95.2% | $147,005-94.8% | $145,959-94.8% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 18.26% | 98.24%-80.0pp | 418.76%-400.5pp | 561.95%-543.7pp |
| Employer contribution / active EE | $1,208 | $5,287-77.1% | $4,934-75.5% | $4,661-74.1% |
| Participant deferral / active EE | $1,524 | $8,427-81.9% | $8,070-81.1% | $6,689-77.2% |
| Admin fee / account holder | $24 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |