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 | $5,387 | $160,028-96.6% | $147,080-96.3% | $145,884-96.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.84% | 98.60%-84.8pp | 420.17%-406.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,525 | $5,286-71.2% | $4,933-69.1% | $4,662-67.3% |
| Participant deferral / active EE | $1,525 | $8,422-81.9% | $8,066-81.1% | $6,690-77.2% |
| Admin fee / account holder | $29 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |