Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,357 | $215,361-90.1% | $171,082-87.5% | $273,972-92.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.31% | 25.14%-22.8pp | 32.56%-30.2pp | 41.46%-39.1pp |
| Employer contribution / active EE | $7,262 | $4,967+46.2% | $4,002+81.5% | $4,869+49.2% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |