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 | $1,856 | $76,407-97.6% | $150,298-98.8% | $82,448-97.7% |
| Participation rate | 90.0% | 66.4%+23.6pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 25.74% | 39.99%-14.2pp | 62.79%-37.0pp | 41.64%-15.9pp |
| Employer contribution / active EE | $379 | $2,614-85.5% | $4,154-90.9% | $2,551-85.1% |
| Participant deferral / active EE | $630 | $3,214-80.4% | $5,453-88.5% | $4,139-84.8% |
| Admin fee / account holder | $32 | $6,352-99.5% | $14,116-99.8% | $7,234-99.6% |