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 | $1,311 | $108,882-98.8% | $96,754-98.6% | $154,746-99.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 17.01% | 98.39%-81.4pp | 82.04%-65.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $362 | $3,018-88.0% | $2,679-86.5% | $4,379-91.7% |
| Participant deferral / active EE | $362 | $5,323-93.2% | $4,758-92.4% | $6,730-94.6% |
| Admin fee / account holder | $39 | $10,200-99.6% | $8,905-99.6% | $14,365-99.7% |