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 | $2,600 | $93,346-97.2% | $71,796-96.4% | $273,972-99.1% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 6.69% | 130.39%-123.7pp | 78.04%-71.3pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $332 | $3,475-90.4% | $2,794-88.1% | $5,287-93.7% |
| Admin fee / account holder | $31 | $6,571-99.5% | $4,815-99.4% | $10,133-99.7% |