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 | $5,624 | $69,541-91.9% | $59,899-90.6% | $135,380-95.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.35% | 7.95%-7.6pp | 3.46%-3.1pp | 519.81%-519.5pp |
| Employer contribution / active EE | $416 | $3,236-87.2% | $2,723-84.7% | $4,779-91.3% |
| Participant deferral / active EE | $48 | $4,206-98.9% | $3,402-98.6% | $5,609-99.1% |
| Admin fee / account holder | $15 | $5,737-99.7% | $3,592-99.6% | $10,828-99.9% |