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 | $5,111 | $121,677-95.8% | $104,625-95.1% | $158,966-96.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.30% | 465.58%-450.3pp | 340.60%-325.3pp | 302.95%-287.7pp |
| Employer contribution / active EE | $511 | $3,165-83.9% | $2,681-81.0% | $4,762-89.3% |
| Participant deferral / active EE | $573 | $4,175-86.3% | $3,738-84.7% | $5,983-90.4% |
| Admin fee / account holder | $40 | $7,777-99.5% | $6,465-99.4% | $11,250-99.6% |