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 | $701 | $129,737-99.5% | $119,126-99.4% | $154,746-99.5% |
| Participation rate | 73.3% | 78.9%-5.5pp | 75.8%-2.4pp | 80.7%-7.4pp |
| Annual return | 20.26% | 379.08%-358.8pp | 282.11%-261.8pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $304 | $5,842-94.8% | $5,318-94.3% | $6,730-95.5% |
| Admin fee / account holder | $35 | $11,961-99.7% | $10,693-99.7% | $14,365-99.8% |