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 | $4,929 | $108,911-95.5% | $100,392-95.1% | $145,884-96.6% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 14.02% | 58.23%-44.2pp | 49.45%-35.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $411 | $4,420-90.7% | $3,941-89.6% | $4,662-91.2% |
| Participant deferral / active EE | $1,586 | $8,459-81.3% | $8,090-80.4% | $6,690-76.3% |
| Admin fee / account holder | $69 | $9,698-99.3% | $7,904-99.1% | $13,392-99.5% |