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 | $4,370 | $167,353-97.4% | $143,797-97.0% | $134,545-96.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.57% | 0.48%-6.1pp | -0.04%-5.5pp | 418.37%-423.9pp |
| Employer contribution / active EE | $2,495 | $5,620-55.6% | $4,952-49.6% | $4,742-47.4% |
| Participant deferral / active EE | $1,856 | $6,447-71.2% | $5,638-67.1% | $6,401-71.0% |
| Admin fee / account holder | $78 | $18,096-99.6% | $14,679-99.5% | $11,431-99.3% |