Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,416 | $106,923-95.9% | $84,023-94.7% | $152,909-97.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 31.87% | 105.02%-73.1pp | 71.32%-39.4pp | 345.46%-313.6pp |
| Employer contribution / active EE | $3,046 | $2,735+11.4% | $1,984+53.5% | $4,764-36.1% |
| Participant deferral / active EE | $301 | $4,013-92.5% | $3,239-90.7% | $5,851-94.9% |
| Admin fee / account holder | $48 | $8,289-99.4% | $6,102-99.2% | $11,601-99.6% |