Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,442 | $153,769-90.6% | $133,975-89.2% | $273,972-94.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.43% | 36.51%-32.1pp | 29.29%-24.9pp | 41.46%-37.0pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,695 | $6,958-75.6% | $6,282-73.0% | $5,287-67.9% |
| Admin fee / account holder | $262 | $11,765-97.8% | $9,324-97.2% | $10,133-97.4% |