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 | $3,835 | $75,935-94.9% | $60,547-93.7% | $125,389-96.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -3.43% | -5.38%+2.0pp | 335.64%-339.1pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,629 | $3,438-52.6% | $2,419-32.7% | $4,866-66.5% |
| Participant deferral / active EE | $1,034 | $4,506-77.1% | $3,328-68.9% | $5,352-80.7% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |