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 | $28,816 | $198,462-85.5% | $170,439-83.1% | $147,585-80.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 11.68% | 257.30%-245.6pp | 205.94%-194.3pp | 578.58%-566.9pp |
| Employer contribution / active EE | $2,202 | $6,184-64.4% | $5,433-59.5% | $4,876-54.8% |
| Participant deferral / active EE | $863 | $5,629-84.7% | $4,939-82.5% | $5,439-84.1% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |