Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $3,953 | $138,076-97.1% | $123,553-96.8% | $135,380-97.1% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | 70.07% | 153.70%-83.6pp | 119.21%-49.1pp | 519.81%-449.7pp |
| Employer contribution / active EE | $1,300 | $5,152-74.8% | $4,628-71.9% | $4,779-72.8% |
| Participant deferral / active EE | $1,902 | $6,800-72.0% | $6,426-70.4% | $5,609-66.1% |
| Admin fee / account holder | $40 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |