Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,176 | $133,981-91.7% | $112,249-90.0% | $134,532-91.7% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -18.84% | 47.16%-66.0pp | 27.48%-46.3pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,543 | $4,040-61.8% | $3,636-57.6% | $4,741-67.5% |
| Participant deferral / active EE | $629 | $5,292-88.1% | $4,729-86.7% | $6,401-90.2% |
| Admin fee / account holder | $133 | $7,492-98.2% | $6,412-97.9% | $11,429-98.8% |