Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,344 | $107,941-89.5% | $91,994-87.7% | $152,909-92.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 40.55% | 89.28%-48.7pp | 69.04%-28.5pp | 345.46%-304.9pp |
| Employer contribution / active EE | $5,385 | $4,212+27.9% | $3,453+56.0% | $4,764+13.0% |
| Participant deferral / active EE | $261 | $6,366-95.9% | $5,924-95.6% | $5,851-95.5% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |