Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,579 | $107,809-97.6% | $97,032-97.3% | $155,188-98.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 18.38% | 38.06%-19.7pp | 35.38%-17.0pp | 148.84%-130.5pp |
| Employer contribution / active EE | $513 | $2,911-82.4% | $2,629-80.5% | $4,248-87.9% |
| Participant deferral / active EE | $383 | $5,129-92.5% | $4,672-91.8% | $6,531-94.1% |
| Admin fee / account holder | $40 | $10,717-99.6% | $9,418-99.6% | $14,480-99.7% |