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 | $16,419 | $56,199-70.8% | $67,652-75.7% | $59,632-72.5% |
| Participation rate | 97.0% | 71.5%+25.5pp | 75.7%+21.3pp | 68.7%+28.3pp |
| Annual return | -0.33% | 18505.31%-18505.6pp | 6625.04%-6625.4pp | 2041.32%-2041.6pp |
| Employer contribution / active EE | $1,212 | $1,614-24.9% | $2,266-46.5% | $2,203-45.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $125 | $3,958-96.8% | $4,821-97.4% | $4,297-97.1% |