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 | $5,636 | $175,257-96.8% | $149,717-96.2% | $139,456-96.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.75% | 166.70%-146.0pp | 134.41%-113.7pp | 373.45%-352.7pp |
| Employer contribution / active EE | $1,085 | $5,477-80.2% | $4,820-77.5% | $4,753-77.2% |
| Participant deferral / active EE | $226 | $6,521-96.5% | $5,682-96.0% | $6,711-96.6% |
| Admin fee / account holder | $70 | $16,156-99.6% | $13,213-99.5% | $11,407-99.4% |