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 | $8,922 | $99,017-91.0% | $86,587-89.7% | $147,585-94.0% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 15.53% | 1312.37%-1296.8pp | 964.86%-949.3pp | 578.56%-563.0pp |
| Employer contribution / active EE | $27 | $3,132-99.1% | $2,839-99.0% | $4,876-99.4% |
| Participant deferral / active EE | $31 | $3,972-99.2% | $3,609-99.1% | $5,439-99.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |