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 | $8,291 | $201,372-95.9% | $184,260-95.5% | $145,884-94.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 13.89% | 29.04%-15.1pp | 28.84%-14.9pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,702 | $7,024-75.8% | $6,427-73.5% | $4,662-63.5% |
| Participant deferral / active EE | $1,941 | $9,808-80.2% | $9,133-78.7% | $6,690-71.0% |
| Admin fee / account holder | $126 | $16,362-99.2% | $13,898-99.1% | $13,392-99.1% |