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 | $9,415 | $90,617-89.6% | $79,476-88.2% | $135,382-93.0% |
| Participation rate | 80.0% | 76.1%+3.9pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -5.41% | 977.57%-983.0pp | 718.21%-723.6pp | 519.77%-525.2pp |
| Employer contribution / active EE | $1,152 | $3,068-62.5% | $2,800-58.9% | $4,779-75.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |