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 | $5,199 | $155,555-96.7% | $146,866-96.5% | $155,188-96.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 38.11% | 115.41%-77.3pp | 102.85%-64.7pp | 148.84%-110.7pp |
| Employer contribution / active EE | $1,475 | $4,647-68.3% | $4,425-66.7% | $4,248-65.3% |
| Participant deferral / active EE | $2,212 | $8,044-72.5% | $7,759-71.5% | $6,531-66.1% |
| Admin fee / account holder | $10 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |