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 | $19,305 | $157,304-87.7% | $141,197-86.3% | $152,909-87.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 23.40% | 64.34%-40.9pp | 71.41%-48.0pp | 345.46%-322.1pp |
| Employer contribution / active EE | $1,451 | $5,263-72.4% | $4,736-69.4% | $4,764-69.5% |
| Participant deferral / active EE | $1,989 | $7,111-72.0% | $6,710-70.4% | $5,851-66.0% |
| Admin fee / account holder | $261 | $12,126-97.9% | $10,265-97.5% | $11,601-97.8% |