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 | $2,255 | $93,589-97.6% | $135,942-98.3% | $75,181-97.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 47.83% | 30.90%+16.9pp | 68.28%-20.4pp | 160.69%-112.9pp |
| Employer contribution / active EE | $886 | $3,537-74.9% | $4,858-81.8% | $2,671-66.8% |
| Participant deferral / active EE | $1,180 | $6,405-81.6% | $7,759-84.8% | $4,126-71.4% |
| Admin fee / account holder | $93 | $6,977-98.7% | $10,764-99.1% | $5,650-98.3% |