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 | $1,547 | $116,167-98.7% | $64,489-97.6% | $137,256-98.9% |
| Participation rate | 85.7% | 68.2%+17.5pp | 67.7%+18.0pp | 80.0%+5.8pp |
| Annual return | 23.85% | 36.55%-12.7pp | 55.03%-31.2pp | 220.34%-196.5pp |
| Employer contribution / active EE | $359 | $2,483-85.6% | $1,523-76.4% | $4,156-91.4% |
| Participant deferral / active EE | $460 | $4,215-89.1% | $2,778-83.4% | $6,407-92.8% |
| Admin fee / account holder | $21 | $6,188-99.7% | $4,260-99.5% | $12,270-99.8% |