Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,731 | $138,076-93.0% | $123,553-92.1% | $135,380-92.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.34% | 153.70%-147.4pp | 119.21%-112.9pp | 519.81%-513.5pp |
| Employer contribution / active EE | $1,960 | $5,152-62.0% | $4,628-57.6% | $4,779-59.0% |
| Participant deferral / active EE | $764 | $6,800-88.8% | $6,426-88.1% | $5,609-86.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |