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 | $12,923 | $201,264-93.6% | $184,185-93.0% | $145,978-91.1% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 16.18% | 29.00%-12.8pp | 28.81%-12.6pp | 550.52%-534.3pp |
| Employer contribution / active EE | $1,892 | $7,021-73.0% | $6,426-70.6% | $4,662-59.4% |
| Participant deferral / active EE | $2,148 | $9,806-78.1% | $9,132-76.5% | $6,690-67.9% |
| Admin fee / account holder | $216 | $16,376-98.7% | $13,909-98.4% | $13,400-98.4% |