Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,183 | $180,459-93.2% | $154,108-92.1% | $135,380-91.0% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -6.24% | 888.21%-894.5pp | 735.21%-741.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $3,407 | $6,035-43.5% | $5,298-35.7% | $4,779-28.7% |
| Participant deferral / active EE | $1,537 | $5,806-73.5% | $5,081-69.7% | $5,609-72.6% |
| Admin fee / account holder | $10 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |