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 | $10,000 | $81,947-87.8% | $105,387-90.5% | $72,976-86.3% |
| Participation rate | 93.3% | 76.5%+16.8pp | 82.6%+10.8pp | 69.5%+23.8pp |
| Annual return | 0.00% | 42.90%-42.9pp | 26.82%-26.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,233 | $3,468-64.4% | $4,213-70.7% | $2,440-49.5% |
| Participant deferral / active EE | $115 | $4,494-97.5% | $5,502-97.9% | $3,608-96.8% |
| Admin fee / account holder | $14 | $6,258-99.8% | $6,559-99.8% | $5,124-99.7% |