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 | $7,401 | $134,001-94.5% | $112,258-93.4% | $134,509-94.5% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.1%-1.7pp | 81.2%-7.9pp |
| Annual return | -15.11% | 47.15%-62.3pp | 27.47%-42.6pp | 418.13%-433.2pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,317 | $5,291-75.1% | $4,728-72.1% | $6,400-79.4% |
| Admin fee / account holder | $43 | $7,491-99.4% | $6,411-99.3% | $11,427-99.6% |