Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,437 | $142,409-94.1% | $119,634-92.9% | $134,545-93.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.03% | -12.46%-6.6pp | -14.98%-4.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $3,594 | $5,224-31.2% | $4,232-15.1% | $4,742-24.2% |
| Participant deferral / active EE | $987 | $6,468-84.7% | $5,601-82.4% | $6,401-84.6% |
| Admin fee / account holder | $23 | $13,594-99.8% | $10,329-99.8% | $11,431-99.8% |