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 | $2,796 | $86,701-96.8% | $73,309-96.2% | $125,389-97.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 74.9%+8.4pp | 83.2%+0.1pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $915 | $4,152-78.0% | $3,237-71.7% | $4,866-81.2% |
| Participant deferral / active EE | $1,470 | $5,549-73.5% | $4,991-70.6% | $5,352-72.5% |
| Admin fee / account holder | $19 | $7,768-99.8% | $5,635-99.7% | $9,541-99.8% |