Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,372 | $54,357-84.6% | $82,706-89.9% | $68,495-87.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.96% | -13.67%-5.3pp | 701.76%-720.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,705 | $2,218-23.1% | $3,007-43.3% | $2,596-34.3% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $247 | $4,396-94.4% | $5,329-95.4% | $5,403-95.4% |