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 | $14,104 | $198,457-92.9% | $170,435-91.7% | $147,586-90.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.12% | 257.30%-248.2pp | 205.94%-196.8pp | 578.59%-569.5pp |
| Employer contribution / active EE | $2,261 | $6,183-63.4% | $5,432-58.4% | $4,876-53.6% |
| Participant deferral / active EE | $1,017 | $5,629-81.9% | $4,939-79.4% | $5,439-81.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |