Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,542 | $102,595-97.5% | $94,057-97.3% | $154,746-98.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 20.56% | 583.42%-562.9pp | 480.62%-460.1pp | 172.34%-151.8pp |
| Employer contribution / active EE | $620 | $3,147-80.3% | $2,933-78.9% | $4,379-85.8% |
| Participant deferral / active EE | $1,047 | $5,118-79.5% | $4,709-77.8% | $6,730-84.4% |
| Admin fee / account holder | $270 | $7,736-96.5% | $7,244-96.3% | $14,365-98.1% |