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 | $8,453 | $133,981-93.7% | $112,249-92.5% | $134,532-93.7% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $4,780 | $4,040+18.3% | $3,636+31.5% | $4,741+0.8% |
| Participant deferral / active EE | $1,337 | $5,292-74.7% | $4,729-71.7% | $6,401-79.1% |
| Admin fee / account holder | $3 | $7,492-100.0% | $6,412-99.9% | $11,429-100.0% |