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 | $9,189 | $100,970-90.9% | $96,576-90.5% | $137,256-93.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 42.40% | 38.16%+4.2pp | 38.47%+3.9pp | 220.34%-177.9pp |
| Employer contribution / active EE | $230 | $3,809-94.0% | $3,553-93.5% | $4,156-94.5% |
| Participant deferral / active EE | $1,412 | $8,286-83.0% | $7,956-82.3% | $6,407-78.0% |
| Admin fee / account holder | $44 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |