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 | $9,014 | $83,485-89.2% | $125,192-92.8% | $72,975-87.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.69% | 25.77%-7.1pp | 43.79%-25.1pp | 81.01%-62.3pp |
| Employer contribution / active EE | $3,423 | $2,346+45.9% | $3,866-11.5% | $2,440+40.3% |
| Participant deferral / active EE | $1,571 | $3,586-56.2% | $4,937-68.2% | $3,608-56.4% |
| Admin fee / account holder | $0 | $5,518-100.0% | $9,704-100.0% | $5,124-100.0% |