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 | $10,226 | $184,014-94.4% | $161,149-93.7% | $138,895-92.6% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.8%+14.5pp | 79.9%+13.4pp |
| Annual return | 17.25% | 21.52%-4.3pp | 21.16%-3.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $10,404 | $5,055+105.8% | $4,360+138.6% | $4,194+148.1% |
| Participant deferral / active EE | $1,855 | $6,909-73.2% | $6,153-69.9% | $6,396-71.0% |
| Admin fee / account holder | $201 | $18,027-98.9% | $15,194-98.7% | $12,562-98.4% |