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 | $6,870 | $87,546-92.2% | $75,784-90.9% | $125,389-94.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.23% | 13.49%-12.3pp | 9.68%-8.5pp | 282.24%-281.0pp |
| Employer contribution / active EE | $2,155 | $3,930-45.2% | $3,323-35.2% | $4,866-55.7% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $37 | $6,503-99.4% | $5,300-99.3% | $9,541-99.6% |