Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $14,312 | $138,114-89.6% | $125,391-88.6% | $134,545-89.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | 129.61% | 750.88%-621.3pp | 572.41%-442.8pp | 418.37%-288.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,404 | $7,801-5.1% | $7,448-0.6% | $6,401+15.7% |
| Admin fee / account holder | $25 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |