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 | $17,287 | $209,422-91.7% | $178,503-90.3% | $158,982-89.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.19% | 188.81%-180.6pp | 151.12%-142.9pp | 302.99%-294.8pp |
| Employer contribution / active EE | $5,166 | $5,707-9.5% | $5,011+3.1% | $4,763+8.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $28 | $17,079-99.8% | $13,987-99.8% | $11,252-99.8% |