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 | $7,796 | $185,312-95.8% | $161,489-95.2% | $154,746-95.0% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 21.63% | 103.84%-82.2pp | 89.72%-68.1pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,190 | $4,769-75.0% | $4,268-72.1% | $4,379-72.8% |
| Participant deferral / active EE | $1,563 | $6,350-75.4% | $5,630-72.2% | $6,730-76.8% |
| Admin fee / account holder | $120 | $18,654-99.4% | $16,006-99.2% | $14,365-99.2% |