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 | $17,209 | $176,402-90.2% | $134,162-87.2% | $158,982-89.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.09% | 63.66%-51.6pp | 36.35%-24.3pp | 302.99%-290.9pp |
| Employer contribution / active EE | $8,213 | $5,042+62.9% | $3,705+121.7% | $4,763+72.4% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $65 | $8,719-99.3% | $6,685-99.0% | $11,252-99.4% |