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 | $7,292 | $154,228-95.3% | $145,433-95.0% | $137,256-94.7% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 19.97% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,240 | $4,804-53.4% | $4,554-50.8% | $4,156-46.1% |
| Participant deferral / active EE | $1,475 | $8,216-82.1% | $7,897-81.3% | $6,407-77.0% |
| Admin fee / account holder | $186 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |