Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,283 | $64,719-91.8% | $112,249-95.3% | $68,486-92.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 0.37% | -11.40%+11.8pp | 27.48%-27.1pp | -7.85%+8.2pp |
| Employer contribution / active EE | $2,877 | $2,747+4.8% | $3,636-20.9% | $2,597+10.8% |
| Participant deferral / active EE | $77 | $3,565-97.8% | $4,729-98.4% | $4,028-98.1% |
| Admin fee / account holder | $39 | $5,232-99.2% | $6,412-99.4% | $5,404-99.3% |