Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,603 | $104,953-98.5% | $84,637-98.1% | $152,909-99.0% |
| Participation rate | 86.4% | 74.8%+11.5pp | 68.2%+18.1pp | 82.5%+3.9pp |
| Annual return | 42.24% | 373.94%-331.7pp | 258.82%-216.6pp | 345.46%-303.2pp |
| Employer contribution / active EE | $356 | $3,304-89.2% | $2,653-86.6% | $4,764-92.5% |
| Participant deferral / active EE | $685 | $4,691-85.4% | $3,900-82.4% | $5,851-88.3% |
| Admin fee / account holder | $108 | $6,244-98.3% | $4,914-97.8% | $11,601-99.1% |