Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,359 | $81,870-95.9% | $119,622-97.2% | $68,486-95.1% |
| Participation rate | 72.0% | 71.9%+0.1pp | 79.3%-7.3pp | 67.9%+4.1pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $829 | $2,692-69.2% | $4,232-80.4% | $2,597-68.1% |
| Participant deferral / active EE | $1,601 | $4,148-61.4% | $5,601-71.4% | $4,028-60.3% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,328-100.0% | $5,404-100.0% |