Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,489 | $254,759-95.5% | $216,567-94.7% | $198,609-94.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 4.04% | 10.04%-6.0pp | 12.94%-8.9pp | 202.70%-198.7pp |
| Employer contribution / active EE | $1,949 | $6,096-68.0% | $5,216-62.6% | $5,055-61.5% |
| Participant deferral / active EE | $240 | $6,948-96.5% | $6,191-96.1% | $6,977-96.6% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |