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 | $7,347 | $97,289-92.4% | $92,805-92.1% | $155,188-95.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 21.29% | 29.03%-7.7pp | 31.59%-10.3pp | 148.84%-127.5pp |
| Employer contribution / active EE | $1,087 | $3,632-70.1% | $3,424-68.3% | $4,248-74.4% |
| Participant deferral / active EE | $1,673 | $8,795-81.0% | $8,448-80.2% | $6,531-74.4% |
| Admin fee / account holder | $26 | $12,015-99.8% | $10,911-99.8% | $14,480-99.8% |