Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,584 | $82,674-78.7% | $125,363-86.0% | $68,495-74.3% |
| Participation rate | 74.3% | 75.0%-0.8pp | 82.4%-8.1pp | 67.9%+6.4pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,359 | $3,382-59.8% | $4,815-71.8% | $2,596-47.7% |
| Participant deferral / active EE | $2,115 | $6,111-65.4% | $7,447-71.6% | $4,028-47.5% |
| Admin fee / account holder | $162 | $6,276-97.4% | $10,005-98.4% | $5,403-97.0% |