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 | $6,503 | $90,486-92.8% | $78,676-91.7% | $273,972-97.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.58% | 75.62%-72.0pp | 62.19%-58.6pp | 41.46%-37.9pp |
| Employer contribution / active EE | $2,278 | $3,175-28.3% | $2,850-20.1% | $4,869-53.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $145 | $5,263-97.2% | $4,510-96.8% | $10,133-98.6% |