Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,292 | $202,342-95.9% | $172,752-95.2% | $152,897-94.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.31% | 1029.83%-1016.5pp | 802.97%-789.7pp | 345.43%-332.1pp |
| Employer contribution / active EE | $1,906 | $5,858-67.5% | $5,144-62.9% | $4,764-60.0% |
| Participant deferral / active EE | $633 | $5,948-89.4% | $5,198-87.8% | $5,851-89.2% |
| Admin fee / account holder | $53 | $17,111-99.7% | $13,955-99.6% | $11,599-99.5% |