Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $26,878 | $96,731-72.2% | $123,973-78.3% | $86,983-69.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 17.76% | 17.33%+0.4pp | 388.13%-370.4pp | 25.83%-8.1pp |
| Employer contribution / active EE | $2,493 | $3,297-24.4% | $4,126-39.6% | $2,584-3.5% |
| Participant deferral / active EE | $1,625 | $4,152-60.9% | $5,247-69.0% | $4,194-61.3% |
| Admin fee / account holder | $162 | $8,722-98.1% | $11,799-98.6% | $7,856-97.9% |