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 | $11,117 | $147,556-92.5% | $129,031-91.4% | $198,609-94.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 22.48% | 37.41%-14.9pp | 34.67%-12.2pp | 202.70%-180.2pp |
| Employer contribution / active EE | $2,441 | $3,645-33.0% | $3,226-24.3% | $5,055-51.7% |
| Participant deferral / active EE | $454 | $5,760-92.1% | $5,217-91.3% | $6,977-93.5% |
| Admin fee / account holder | $31 | $15,467-99.8% | $13,208-99.8% | $19,030-99.8% |