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 | $2,469 | $63,346-96.1% | $92,240-97.3% | $70,126-96.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.18% | 530.19%-514.0pp | 176.29%-160.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $1,704 | $2,471-31.1% | $3,680-53.7% | $2,343-27.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $37 | $3,841-99.0% | $5,194-99.3% | $4,645-99.2% |