Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,886 | $126,519-85.9% | $106,201-83.2% | $145,959-87.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.27% | 225.10%-216.8pp | 116.26%-108.0pp | 561.95%-553.7pp |
| Employer contribution / active EE | $3,353 | $3,726-10.0% | $3,170+5.8% | $4,661-28.1% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $185 | $17,312-98.9% | $11,039-98.3% | $13,398-98.6% |