Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,819 | $176,688-91.0% | $130,660-87.9% | $152,909-89.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 7.58% | 2693.08%-2685.5pp | 1709.29%-1701.7pp | 345.46%-337.9pp |
| Employer contribution / active EE | $9,234 | $5,743+60.8% | $4,092+125.6% | $4,764+93.8% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $28 | $7,131-99.6% | $5,463-99.5% | $11,601-99.8% |