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 | $5,975 | $150,447-96.0% | $136,298-95.6% | $147,586-96.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.18% | 1049.15%-1025.0pp | 5156.27%-5132.1pp | 578.59%-554.4pp |
| Employer contribution / active EE | $2,575 | $5,256-51.0% | $4,696-45.2% | $4,876-47.2% |
| Participant deferral / active EE | $627 | $6,631-90.5% | $6,247-90.0% | $5,439-88.5% |
| Admin fee / account holder | $54 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |