Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,326 | $157,296-92.8% | $141,191-92.0% | $152,897-92.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 27.32% | 64.34%-37.0pp | 71.41%-44.1pp | 345.43%-318.1pp |
| Employer contribution / active EE | $1,289 | $5,262-75.5% | $4,736-72.8% | $4,764-72.9% |
| Participant deferral / active EE | $856 | $7,111-88.0% | $6,710-87.2% | $5,851-85.4% |
| Admin fee / account holder | $17 | $12,125-99.9% | $10,264-99.8% | $11,599-99.9% |