Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,280 | $171,272-96.3% | $127,803-95.1% | $152,909-95.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 23.54%-23.5pp | 26.14%-26.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $4,776 | $5,451-12.4% | $4,576+4.4% | $4,764+0.2% |
| Participant deferral / active EE | $1,222 | $7,043-82.6% | $6,023-79.7% | $5,851-79.1% |
| Admin fee / account holder | $41 | $14,540-99.7% | $9,399-99.6% | $11,601-99.7% |