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 | $26,417 | $180,459-85.4% | $154,108-82.9% | $135,380-80.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.13% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,731 | $6,035-54.8% | $5,298-48.5% | $4,779-42.9% |
| Participant deferral / active EE | $1,401 | $5,806-75.9% | $5,081-72.4% | $5,609-75.0% |
| Admin fee / account holder | $82 | $16,145-99.5% | $13,411-99.4% | $10,828-99.2% |