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 | $6,229 | $162,136-96.2% | $152,301-95.9% | $154,746-96.0% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 21.24% | 91.02%-69.8pp | 80.50%-59.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,928 | $4,890-60.6% | $4,624-58.3% | $4,379-56.0% |
| Participant deferral / active EE | $2,281 | $8,341-72.7% | $8,004-71.5% | $6,730-66.1% |
| Admin fee / account holder | $31 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |