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 | $11,771 | $197,819-94.0% | $155,789-92.4% | $125,389-90.6% |
| Participation rate | 88.9% | 82.1%+6.8pp | 76.1%+12.8pp | 83.2%+5.7pp |
| Annual return | -0.55% | 86.73%-87.3pp | 71.54%-72.1pp | 282.24%-282.8pp |
| Employer contribution / active EE | $882 | $4,850-81.8% | $3,839-77.0% | $4,866-81.9% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $97 | $9,544-99.0% | $7,477-98.7% | $9,541-99.0% |