Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,421 | $93,598-82.5% | $135,974-87.9% | $75,173-78.2% |
| Participation rate | 70.0% | 75.2%-5.2pp | 81.9%-11.9pp | 67.2%+2.8pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.30%-68.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,016 | $3,538-71.3% | $4,859-79.1% | $2,671-62.0% |
| Participant deferral / active EE | $2,476 | $6,405-61.3% | $7,760-68.1% | $4,126-40.0% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |