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 | $7,993 | $181,062-95.6% | $158,223-94.9% | $155,188-94.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 156.52% | 57.39%+99.1pp | 52.09%+104.4pp | 148.84%+7.7pp |
| Employer contribution / active EE | $2,126 | $4,565-53.4% | $4,109-48.2% | $4,248-49.9% |
| Participant deferral / active EE | $1,798 | $6,134-70.7% | $5,467-67.1% | $6,531-72.5% |
| Admin fee / account holder | $241 | $18,825-98.7% | $16,047-98.5% | $14,480-98.3% |