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 | $12,176 | $99,011-87.7% | $86,582-85.9% | $147,586-91.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.76% | 1312.75%-1294.0pp | 965.08%-946.3pp | 578.59%-559.8pp |
| Employer contribution / active EE | $3,579 | $3,132+14.3% | $2,839+26.1% | $4,876-26.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $37 | $5,709-99.4% | $4,904-99.3% | $10,886-99.7% |