Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,345 | $154,228-92.0% | $145,433-91.5% | $137,256-91.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.34% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,520 | $4,804-68.4% | $4,554-66.6% | $4,156-63.4% |
| Participant deferral / active EE | $1,814 | $8,216-77.9% | $7,897-77.0% | $6,407-71.7% |
| Admin fee / account holder | $15 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |