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 | $9,665 | $102,382-90.6% | $147,005-93.4% | $80,874-88.0% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.2%-5.0pp | 67.6%+9.5pp |
| Annual return | 14.08% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,345 | $3,715-63.8% | $4,934-72.7% | $2,756-51.2% |
| Participant deferral / active EE | $1,694 | $6,646-74.5% | $8,070-79.0% | $4,297-60.6% |
| Admin fee / account holder | $140 | $7,942-98.2% | $13,006-98.9% | $6,935-98.0% |