Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,266 | $107,809-98.8% | $97,032-98.7% | $155,188-99.2% |
| Participation rate | 83.3% | 75.5%+7.9pp | 71.6%+11.8pp | 80.8%+2.5pp |
| Annual return | 28.06% | 38.06%-10.0pp | 35.38%-7.3pp | 148.84%-120.8pp |
| Employer contribution / active EE | $258 | $2,911-91.1% | $2,629-90.2% | $4,248-93.9% |
| Participant deferral / active EE | $504 | $5,129-90.2% | $4,672-89.2% | $6,531-92.3% |
| Admin fee / account holder | $9 | $10,717-99.9% | $9,418-99.9% | $14,480-99.9% |