Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,802 | $92,219-88.3% | $76,767-85.9% | $135,380-92.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.03% | 5.46%-12.5pp | 2.43%-9.5pp | 519.81%-526.8pp |
| Employer contribution / active EE | $5,665 | $3,216+76.2% | $2,485+128.0% | $4,779+18.5% |
| Participant deferral / active EE | $1,140 | $4,508-74.7% | $3,852-70.4% | $5,609-79.7% |
| Admin fee / account holder | $9 | $10,749-99.9% | $6,675-99.9% | $10,828-99.9% |