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 | $23,049 | $162,821-85.8% | $133,978-82.8% | $158,982-85.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.87% | 41.95%-30.1pp | 45.10%-33.2pp | 302.99%-291.1pp |
| Employer contribution / active EE | $2,500 | $4,976-49.8% | $3,919-36.2% | $4,763-47.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $19 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |