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 | $18,913 | $215,361-91.2% | $171,082-88.9% | $273,972-93.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 3.47% | 25.14%-21.7pp | 32.56%-29.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $3,619 | $4,967-27.1% | $4,002-9.6% | $4,869-25.7% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $139 | $10,846-98.7% | $8,520-98.4% | $10,133-98.6% |