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 | $3,676 | $183,539-98.0% | $155,556-97.6% | $145,897-97.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.51% | 61.31%-46.8pp | 64.84%-50.3pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,035 | $5,315-80.5% | $4,675-77.9% | $4,663-77.8% |
| Participant deferral / active EE | $1,666 | $6,467-74.2% | $5,631-70.4% | $6,689-75.1% |
| Admin fee / account holder | $85 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |