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 | $17,149 | $217,427-92.1% | $185,837-90.8% | $167,518-89.8% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 9.65% | 148.39%-138.7pp | 122.08%-112.4pp | 478.71%-469.1pp |
| Employer contribution / active EE | $1,414 | $5,874-75.9% | $5,168-72.6% | $4,838-70.8% |
| Participant deferral / active EE | $1,299 | $6,357-79.6% | $5,568-76.7% | $6,342-79.5% |
| Admin fee / account holder | $4 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |