Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,078 | $98,240-78.5% | $82,312-74.4% | $147,586-85.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.89% | 30.85%-17.0pp | 25.88%-12.0pp | 578.59%-564.7pp |
| Employer contribution / active EE | $3,245 | $3,192+1.7% | $2,428+33.6% | $4,876-33.4% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $160 | $8,563-98.1% | $5,608-97.1% | $10,886-98.5% |