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 | $7,960 | $168,635-95.3% | $147,617-94.6% | $125,389-93.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.87% | 77.65%-80.5pp | 61.98%-64.9pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,350 | $6,252-78.4% | $5,564-75.7% | $4,866-72.3% |
| Participant deferral / active EE | $1,236 | $5,507-77.6% | $4,895-74.7% | $5,352-76.9% |
| Admin fee / account holder | $11 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |