Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,040 | $180,749-95.0% | $160,784-94.4% | $137,256-93.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.43% | 2234.46%-2220.0pp | 1803.92%-1789.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $761 | $4,155-81.7% | $3,733-79.6% | $4,156-81.7% |
| Participant deferral / active EE | $895 | $6,844-86.9% | $6,293-85.8% | $6,407-86.0% |
| Admin fee / account holder | $4 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |