Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,368 | $105,867-91.2% | $90,760-89.7% | $134,532-93.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $9,021 | $3,464+160.5% | $2,922+208.8% | $4,741+90.3% |
| Participant deferral / active EE | $379 | $5,217-92.7% | $4,565-91.7% | $6,401-94.1% |
| Admin fee / account holder | $32 | $13,936-99.8% | $8,444-99.6% | $11,429-99.7% |