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 | $8,843 | $185,312-95.2% | $161,489-94.5% | $154,746-94.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 20.71% | 103.84%-83.1pp | 89.72%-69.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,128 | $4,769-55.4% | $4,268-50.1% | $4,379-51.4% |
| Participant deferral / active EE | $1,793 | $6,350-71.8% | $5,630-68.1% | $6,730-73.4% |
| Admin fee / account holder | $258 | $18,654-98.6% | $16,006-98.4% | $14,365-98.2% |