Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,647 | $217,432-96.9% | $185,851-96.4% | $167,553-96.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.51% | 148.43%-138.9pp | 122.11%-112.6pp | 478.89%-469.4pp |
| Employer contribution / active EE | $1,973 | $5,874-66.4% | $5,168-61.8% | $4,840-59.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $84 | $19,820-99.6% | $16,245-99.5% | $12,316-99.3% |