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 | $19,410 | $232,540-91.7% | $185,117-89.5% | $147,586-86.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.04% | 43.03%-33.0pp | 40.50%-30.5pp | 578.59%-568.6pp |
| Employer contribution / active EE | $3,802 | $5,195-26.8% | $4,182-9.1% | $4,876-22.0% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $152 | $10,275-98.5% | $8,159-98.1% | $10,886-98.6% |