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 | $20,094 | $171,867-88.3% | $149,721-86.6% | $147,586-86.4% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 13.19% | 2113.36%-2100.2pp | 1501.67%-1488.5pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,917 | $6,275-69.5% | $5,444-64.8% | $4,876-60.7% |
| Participant deferral / active EE | $1,917 | $7,270-73.6% | $6,568-70.8% | $5,439-64.8% |
| Admin fee / account holder | $6 | $13,799-100.0% | $11,282-99.9% | $10,886-99.9% |