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 | $8,334 | $100,060-91.7% | $149,721-94.4% | $70,126-88.1% |
| Participation rate | 97.1% | 83.6%+13.6pp | 87.1%+10.1pp | 69.5%+27.6pp |
| Annual return | 60.72% | 27.46%+33.3pp | 1501.67%-1441.0pp | 73.15%-12.4pp |
| Employer contribution / active EE | $3,245 | $3,661-11.4% | $5,444-40.4% | $2,343+38.5% |
| Participant deferral / active EE | $1,943 | $4,982-61.0% | $6,568-70.4% | $3,332-41.7% |
| Admin fee / account holder | $1 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |