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 | $6,177 | $136,860-95.5% | $120,344-94.9% | $154,746-96.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 25.33% | 21.38%+4.0pp | 20.30%+5.0pp | 172.34%-147.0pp |
| Employer contribution / active EE | $1,226 | $3,533-65.3% | $3,020-59.4% | $4,379-72.0% |
| Participant deferral / active EE | $1,566 | $5,793-73.0% | $5,135-69.5% | $6,730-76.7% |
| Admin fee / account holder | $96 | $15,393-99.4% | $12,742-99.2% | $14,365-99.3% |