Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,463 | $210,698-96.0% | $178,014-95.2% | $145,959-94.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.11% | 386.27%-372.2pp | 294.80%-280.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,006 | $4,567-78.0% | $3,950-74.5% | $4,661-78.4% |
| Participant deferral / active EE | $1,006 | $6,958-85.5% | $6,276-84.0% | $6,689-85.0% |
| Admin fee / account holder | $67 | $12,016-99.4% | $10,362-99.4% | $13,398-99.5% |