Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,680 | $97,729-92.1% | $83,830-90.8% | $135,379-94.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.25% | 1287.52%-1290.8pp | 850.97%-854.2pp | 519.79%-523.0pp |
| Employer contribution / active EE | $3,064 | $4,222-27.4% | $3,631-15.6% | $4,779-35.9% |
| Participant deferral / active EE | $1,146 | $4,683-75.5% | $4,082-71.9% | $5,609-79.6% |
| Admin fee / account holder | $107 | $6,674-98.4% | $5,479-98.1% | $10,828-99.0% |