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.
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 | $30,801 | $227,399-86.5% | $189,758-83.8% | $198,609-84.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.92% | 61.03%-38.1pp | 52.62%-29.7pp | 202.70%-179.8pp |
| Employer contribution / active EE | $4,709 | $5,526-14.8% | $4,767-1.2% | $5,055-6.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $102 | $25,162-99.6% | $20,388-99.5% | $19,030-99.5% |