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 | $16,851 | $102,429-83.5% | $147,096-88.5% | $80,925-79.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.09% | 135.02%-119.9pp | 419.75%-404.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $5,141 | $3,716+38.4% | $4,936+4.2% | $2,756+86.5% |
| Participant deferral / active EE | $1,720 | $6,649-74.1% | $8,071-78.7% | $4,299-60.0% |
| Admin fee / account holder | $60 | $7,957-99.2% | $13,005-99.5% | $6,940-99.1% |