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 | $4,398 | $99,875-95.6% | $146,866-97.0% | $86,983-94.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.56% | 28.10%-13.5pp | 102.85%-88.3pp | 25.83%-11.3pp |
| Employer contribution / active EE | $347 | $3,224-89.2% | $4,425-92.2% | $2,584-86.6% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $121 | $7,838-98.5% | $13,620-99.1% | $7,856-98.5% |