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 | $10,561 | $154,228-93.2% | $145,433-92.7% | $137,256-92.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 33.14% | 74.59%-41.4pp | 66.58%-33.4pp | 220.34%-187.2pp |
| Employer contribution / active EE | $1,588 | $4,804-66.9% | $4,554-65.1% | $4,156-61.8% |
| Participant deferral / active EE | $2,043 | $8,216-75.1% | $7,897-74.1% | $6,407-68.1% |
| Admin fee / account holder | $106 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |