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 | $9,347 | $154,365-93.9% | $130,231-92.8% | $139,456-93.3% |
| Participation rate | 95.0% | 79.9%+15.1pp | 76.3%+18.7pp | 80.3%+14.7pp |
| Annual return | 2544.87% | 30.34%+2514.5pp | 38.77%+2506.1pp | 373.45%+2171.4pp |
| Employer contribution / active EE | $2,075 | $5,170-59.9% | $4,126-49.7% | $4,753-56.3% |
| Participant deferral / active EE | $1,516 | $8,498-82.2% | $6,799-77.7% | $6,711-77.4% |
| Admin fee / account holder | $97 | $9,214-98.9% | $6,020-98.4% | $11,407-99.1% |