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 | $3,820 | $103,000-96.3% | $90,300-95.8% | $152,885-97.5% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 24.89% | 95.19%-70.3pp | 78.11%-53.2pp | 345.39%-320.5pp |
| Employer contribution / active EE | $1,103 | $3,138-64.9% | $2,854-61.4% | $4,763-76.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $242 | $6,173-96.1% | $5,353-95.5% | $11,598-97.9% |