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 | $934 | $73,009-98.7% | $90,760-99.0% | $68,486-98.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $591 | $2,193-73.0% | $2,922-79.8% | $2,597-77.2% |
| Participant deferral / active EE | $458 | $3,626-87.4% | $4,565-90.0% | $4,028-88.6% |
| Admin fee / account holder | $21 | $5,896-99.6% | $8,444-99.7% | $5,404-99.6% |