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 | $1,572 | $97,289-98.4% | $92,805-98.3% | $155,188-99.0% |
| Participation rate | 83.3% | 84.2%-0.8pp | 83.5%-0.2pp | 80.8%+2.5pp |
| Annual return | 24.29% | 29.03%-4.7pp | 31.59%-7.3pp | 148.84%-124.5pp |
| Employer contribution / active EE | $3 | $3,632-99.9% | $3,424-99.9% | $4,248-99.9% |
| Participant deferral / active EE | $559 | $8,795-93.6% | $8,448-93.4% | $6,531-91.4% |
| Admin fee / account holder | $19 | $12,015-99.8% | $10,911-99.8% | $14,480-99.9% |