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 | $7,594 | $136,860-94.5% | $120,344-93.7% | $154,746-95.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.09% | 21.38%-4.3pp | 20.30%-3.2pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,729 | $3,533-22.8% | $3,020-9.6% | $4,379-37.7% |
| Participant deferral / active EE | $262 | $5,793-95.5% | $5,135-94.9% | $6,730-96.1% |
| Admin fee / account holder | $37 | $15,393-99.8% | $12,742-99.7% | $14,365-99.7% |