Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,328 | $175,231-97.5% | $149,696-97.1% | $139,466-96.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 545.03% | 166.77%+378.3pp | 134.46%+410.6pp | 373.66%+171.4pp |
| Employer contribution / active EE | $1,129 | $5,478-79.4% | $4,821-76.6% | $4,754-76.3% |
| Participant deferral / active EE | $1,799 | $6,521-72.4% | $5,682-68.3% | $6,712-73.2% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |