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 | $9,972 | $156,398-93.6% | $147,318-93.2% | $138,895-92.8% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 20.60% | 78.75%-58.2pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,043 | $4,853-78.5% | $4,593-77.3% | $4,194-75.1% |
| Participant deferral / active EE | $1,628 | $8,237-80.2% | $7,906-79.4% | $6,396-74.5% |
| Admin fee / account holder | $165 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |