Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,483 | $100,203-93.5% | $85,240-92.4% | $145,897-95.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.18% | 84.28%-71.1pp | 66.75%-53.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $461 | $5,299-91.3% | $4,527-89.8% | $6,689-93.1% |
| Admin fee / account holder | $28 | $7,265-99.6% | $6,165-99.6% | $13,390-99.8% |