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 | $6,271 | $107,666-94.2% | $102,184-93.9% | $154,746-95.9% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 20.98% | 29.33%-8.3pp | 31.58%-10.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $823 | $3,846-78.6% | $3,594-77.1% | $4,379-81.2% |
| Participant deferral / active EE | $981 | $8,719-88.7% | $8,309-88.2% | $6,730-85.4% |
| Admin fee / account holder | $32 | $12,943-99.7% | $11,609-99.7% | $14,365-99.8% |