Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,109 | $47,944-93.5% | $67,834-95.4% | $62,881-95.1% |
| Participation rate | 95.2% | 61.1%+34.2pp | 68.8%+26.4pp | 69.3%+25.9pp |
| Annual return | 0.00% | 11.77%-11.8pp | 138.47%-138.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,726 | $1,562+138.5% | $2,403+55.0% | $2,281+63.4% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $188 | $3,712-94.9% | $4,622-95.9% | $4,296-95.6% |