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 | $12,225 | $106,008-88.5% | $92,240-86.7% | $147,586-91.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.00% | 50.05%-40.1pp | 176.29%-166.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $3,228 | $4,333-25.5% | $3,680-12.3% | $4,876-33.8% |
| Participant deferral / active EE | $410 | $4,478-90.8% | $3,897-89.5% | $5,439-92.5% |
| Admin fee / account holder | $293 | $6,333-95.4% | $5,194-94.4% | $10,886-97.3% |