Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,538 | $209,425-92.1% | $178,499-90.7% | $158,966-89.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.67% | 188.80%-166.1pp | 151.10%-128.4pp | 302.95%-280.3pp |
| Employer contribution / active EE | $6,445 | $5,707+12.9% | $5,011+28.6% | $4,762+35.3% |
| Participant deferral / active EE | $150 | $5,955-97.5% | $5,202-97.1% | $5,983-97.5% |
| Admin fee / account holder | $82 | $17,078-99.5% | $13,986-99.4% | $11,250-99.3% |