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 | $3,767 | $84,741-95.6% | $75,731-95.0% | $167,553-97.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.8%+8.5pp | 82.1%+1.2pp |
| Annual return | 10.03% | 199.72%-189.7pp | 104.65%-94.6pp | 478.89%-468.9pp |
| Employer contribution / active EE | $591 | $3,230-81.7% | $2,743-78.4% | $4,840-87.8% |
| Participant deferral / active EE | $855 | $4,577-81.3% | $3,820-77.6% | $6,343-86.5% |
| Admin fee / account holder | $150 | $5,361-97.2% | $3,620-95.8% | $12,316-98.8% |