Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,065 | $150,346-89.3% | $120,524-86.7% | $145,877-89.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 19.94% | 154.40%-134.5pp | 107.36%-87.4pp | 551.28%-531.3pp |
| Employer contribution / active EE | $1,214 | $4,353-72.1% | $3,469-65.0% | $4,663-74.0% |
| Participant deferral / active EE | $490 | $6,172-92.1% | $4,994-90.2% | $6,691-92.7% |
| Admin fee / account holder | $11 | $12,215-99.9% | $9,440-99.9% | $13,402-99.9% |