Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,696 | $92,743-92.8% | $82,744-91.9% | $134,532-95.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.97% | 946.63%-944.7pp | 702.22%-700.3pp | 418.27%-416.3pp |
| Employer contribution / active EE | $2,394 | $3,273-26.8% | $3,008-20.4% | $4,741-49.5% |
| Participant deferral / active EE | $515 | $4,802-89.3% | $4,395-88.3% | $6,401-92.0% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |