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 | $102,422-90.6% | $147,117-93.4% | $80,959-88.1% |
| Participation rate | 77.1% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 14.08% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,345 | $3,717-63.8% | $4,932-72.7% | $2,757-51.2% |
| Participant deferral / active EE | $1,694 | $6,652-74.5% | $8,065-79.0% | $4,300-60.6% |
| Admin fee / account holder | $140 | $7,953-98.2% | $12,993-98.9% | $6,925-98.0% |