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 | $15,950 | $167,353-90.5% | $143,797-88.9% | $134,545-88.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.60% | 0.48%-9.1pp | -0.04%-8.6pp | 418.37%-427.0pp |
| Employer contribution / active EE | $6,374 | $5,620+13.4% | $4,952+28.7% | $4,742+34.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $67 | $18,096-99.6% | $14,679-99.5% | $11,431-99.4% |