Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,464 | $138,114-90.3% | $125,391-89.3% | $134,545-90.0% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -15.56% | 750.88%-766.4pp | 572.41%-588.0pp | 418.37%-433.9pp |
| Employer contribution / active EE | $1,325 | $5,246-74.7% | $4,816-72.5% | $4,742-72.1% |
| Participant deferral / active EE | $2,452 | $7,801-68.6% | $7,448-67.1% | $6,401-61.7% |
| Admin fee / account holder | $188 | $11,570-98.4% | $10,009-98.1% | $11,431-98.4% |