Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,689 | $156,398-91.2% | $147,318-90.7% | $138,895-90.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.26% | 78.75%-58.5pp | 70.43%-50.2pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,802 | $4,853-62.9% | $4,593-60.8% | $4,194-57.0% |
| Participant deferral / active EE | $945 | $8,237-88.5% | $7,906-88.1% | $6,396-85.2% |
| Admin fee / account holder | $21 | $14,976-99.9% | $13,708-99.8% | $12,562-99.8% |