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 | $8,904 | $138,076-93.6% | $123,553-92.8% | $135,380-93.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.55% | 153.70%-159.2pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $3,081 | $5,152-40.2% | $4,628-33.4% | $4,779-35.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $49 | $10,917-99.6% | $9,284-99.5% | $10,828-99.6% |