Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,441 | $115,796-90.1% | $101,264-88.7% | $158,950-92.8% |
| Participation rate | 76.5% | 79.4%-2.9pp | 75.8%+0.7pp | 82.0%-5.5pp |
| Annual return | 20.87% | 56.15%-35.3pp | 46.48%-25.6pp | 302.91%-282.0pp |
| Employer contribution / active EE | $2,130 | $4,175-49.0% | $3,660-41.8% | $4,762-55.3% |
| Participant deferral / active EE | $680 | $4,958-86.3% | $4,370-84.4% | $5,983-88.6% |
| Admin fee / account holder | $237 | $7,247-96.7% | $5,947-96.0% | $11,248-97.9% |