Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,078 | $136,860-94.8% | $120,344-94.1% | $154,746-95.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 29.41% | 21.38%+8.0pp | 20.30%+9.1pp | 172.34%-142.9pp |
| Employer contribution / active EE | $1,189 | $3,533-66.4% | $3,020-60.6% | $4,379-72.9% |
| Participant deferral / active EE | $1,901 | $5,793-67.2% | $5,135-63.0% | $6,730-71.8% |
| Admin fee / account holder | $39 | $15,393-99.7% | $12,742-99.7% | $14,365-99.7% |