Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,600 | $155,811-97.7% | $124,683-97.1% | $167,497-97.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 21.87% | 17.97%+3.9pp | 5143.56%-5121.7pp | 478.62%-456.8pp |
| Employer contribution / active EE | $1,060 | $4,164-74.6% | $3,324-68.1% | $4,838-78.1% |
| Participant deferral / active EE | $1,060 | $5,674-81.3% | $4,615-77.0% | $6,341-83.3% |
| Admin fee / account holder | $14 | $9,532-99.9% | $7,493-99.8% | $12,310-99.9% |