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 | $2,346 | $151,427-98.5% | $112,860-97.9% | $154,746-98.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 23.49% | 30.95%-7.5pp | 35.26%-11.8pp | 172.34%-148.8pp |
| Employer contribution / active EE | $204 | $2,750-92.6% | $2,206-90.8% | $4,379-95.4% |
| Participant deferral / active EE | $255 | $4,285-94.1% | $3,493-92.7% | $6,730-96.2% |
| Admin fee / account holder | $214 | $7,369-97.1% | $6,841-96.9% | $14,365-98.5% |