Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,525 | $209,428-94.5% | $178,498-93.5% | $158,950-92.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.92% | 188.78%-172.9pp | 151.09%-135.2pp | 302.91%-287.0pp |
| Employer contribution / active EE | $1,201 | $5,707-78.9% | $5,011-76.0% | $4,762-74.8% |
| Participant deferral / active EE | $14 | $5,955-99.8% | $5,202-99.7% | $5,983-99.8% |
| Admin fee / account holder | $20 | $17,077-99.9% | $13,985-99.9% | $11,248-99.8% |