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 | $6,370 | $148,582-95.7% | $135,942-95.3% | $139,456-95.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 39.00% | 79.26%-40.3pp | 68.28%-29.3pp | 373.45%-334.4pp |
| Employer contribution / active EE | $3,075 | $5,245-41.4% | $4,858-36.7% | $4,753-35.3% |
| Participant deferral / active EE | $2,325 | $8,101-71.3% | $7,759-70.0% | $6,711-65.4% |
| Admin fee / account holder | $16 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |