Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,786 | $129,737-91.7% | $119,126-90.9% | $154,746-93.0% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 17.31% | 379.08%-361.8pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,446 | $4,375-44.1% | $4,034-39.4% | $4,379-44.1% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $119 | $11,961-99.0% | $10,693-98.9% | $14,365-99.2% |