Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,806 | $160,070-90.1% | $147,117-89.3% | $145,897-89.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.14% | 98.69%-86.5pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,410 | $5,285-73.3% | $4,932-71.4% | $4,663-69.8% |
| Participant deferral / active EE | $2,510 | $8,419-70.2% | $8,065-68.9% | $6,689-62.5% |
| Admin fee / account holder | $154 | $15,035-99.0% | $12,993-98.8% | $13,390-98.8% |