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 | $17,318 | $160,040-89.2% | $147,096-88.2% | $145,877-88.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 67.38% | 98.49%-31.1pp | 419.75%-352.4pp | 551.28%-483.9pp |
| Employer contribution / active EE | $4,637 | $5,289-12.3% | $4,936-6.0% | $4,663-0.5% |
| Participant deferral / active EE | $2,561 | $8,429-69.6% | $8,071-68.3% | $6,691-61.7% |
| Admin fee / account holder | $105 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |