Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,963 | $160,040-91.3% | $147,096-90.5% | $145,877-90.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 9.70% | 98.49%-88.8pp | 419.75%-410.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $3,304 | $5,289-37.5% | $4,936-33.1% | $4,663-29.1% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $110 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |