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 | $22,042 | $197,603-88.8% | $177,827-87.6% | $158,950-86.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.50% | 58.76%-38.3pp | 48.32%-27.8pp | 302.91%-282.4pp |
| Employer contribution / active EE | $7,133 | $6,698+6.5% | $5,918+20.5% | $4,762+49.8% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $129 | $15,402-99.2% | $12,429-99.0% | $11,248-98.9% |