Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,906 | $45,050-93.5% | $63,018-95.4% | $70,126-95.9% |
| Participation rate | 95.2% | 69.5%+25.7pp | 74.8%+20.4pp | 69.5%+25.6pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.62%-87.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $926 | $2,052-54.9% | $2,761-66.4% | $2,343-60.5% |
| Participant deferral / active EE | $460 | $2,466-81.4% | $3,330-86.2% | $3,332-86.2% |
| Admin fee / account holder | $64 | $2,834-97.7% | $3,601-98.2% | $4,645-98.6% |