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 | $15,990 | $126,519-87.4% | $106,201-84.9% | $145,959-89.0% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 10.62% | 225.10%-214.5pp | 116.26%-105.6pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,111 | $3,726-70.2% | $3,170-64.9% | $4,661-76.2% |
| Participant deferral / active EE | $1,365 | $5,716-76.1% | $5,012-72.8% | $6,689-79.6% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |