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 | $937 | $104,953-99.1% | $84,637-98.9% | $152,909-99.4% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 28.47% | 373.94%-345.5pp | 258.82%-230.4pp | 345.46%-317.0pp |
| Employer contribution / active EE | $327 | $3,304-90.1% | $2,653-87.7% | $4,764-93.1% |
| Participant deferral / active EE | $653 | $4,691-86.1% | $3,900-83.3% | $5,851-88.8% |
| Admin fee / account holder | $3 | $6,244-100.0% | $4,914-99.9% | $11,601-100.0% |