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 | $4,299 | $142,354-97.0% | $125,529-96.6% | $155,188-97.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.7%+16.2pp | 80.8%+10.1pp |
| Annual return | 23.72% | 306.06%-282.3pp | 202.56%-178.8pp | 148.84%-125.1pp |
| Employer contribution / active EE | $659 | $3,501-81.2% | $3,058-78.4% | $4,248-84.5% |
| Participant deferral / active EE | $902 | $5,491-83.6% | $4,813-81.3% | $6,531-86.2% |
| Admin fee / account holder | $7 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |