Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,388 | $105,200-94.9% | $159,474-96.6% | $85,847-93.7% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 22.59% | 45.08%-22.5pp | 263.68%-241.1pp | 318.61%-296.0pp |
| Employer contribution / active EE | $986 | $3,319-70.3% | $4,831-79.6% | $2,565-61.6% |
| Participant deferral / active EE | $2,078 | $5,946-65.0% | $7,353-71.7% | $3,952-47.4% |
| Admin fee / account holder | $43 | $6,934-99.4% | $10,802-99.6% | $6,261-99.3% |