Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,068 | $112,935-91.1% | $90,970-88.9% | $158,966-93.7% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 25.13% | 215.79%-190.7pp | 134.58%-109.4pp | 302.95%-277.8pp |
| Employer contribution / active EE | $513 | $2,895-82.3% | $2,122-75.9% | $4,762-89.2% |
| Participant deferral / active EE | $958 | $4,129-76.8% | $3,373-71.6% | $5,983-84.0% |
| Admin fee / account holder | $126 | $8,045-98.4% | $5,960-97.9% | $11,250-98.9% |