Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,027 | $105,158-98.1% | $94,672-97.9% | $139,487-98.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.03% | 38.11%-17.1pp | 156.89%-135.9pp | 373.84%-352.8pp |
| Employer contribution / active EE | $814 | $4,107-80.2% | $3,673-77.8% | $4,755-82.9% |
| Participant deferral / active EE | $851 | $7,599-88.8% | $7,417-88.5% | $6,713-87.3% |
| Admin fee / account holder | $249 | $8,972-97.2% | $7,222-96.6% | $11,407-97.8% |