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 | $26,640 | $94,529-71.8% | $140,019-81.0% | $64,173-58.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.64% | 7.77%-11.4pp | 651.17%-654.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,277 | $3,812-66.5% | $5,605-77.2% | $2,381-46.4% |
| Participant deferral / active EE | $1,010 | $5,250-80.8% | $6,927-85.4% | $3,470-70.9% |
| Admin fee / account holder | $9 | $6,741-99.9% | $10,705-99.9% | $4,887-99.8% |