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 | $3,669 | $108,882-96.6% | $96,754-96.2% | $154,746-97.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 22.22% | 98.39%-76.2pp | 82.04%-59.8pp | 172.34%-150.1pp |
| Employer contribution / active EE | $465 | $3,018-84.6% | $2,679-82.6% | $4,379-89.4% |
| Participant deferral / active EE | $712 | $5,323-86.6% | $4,758-85.0% | $6,730-89.4% |
| Admin fee / account holder | $18 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |