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 | $17,090 | $138,076-87.6% | $123,553-86.2% | $135,380-87.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.01% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $978 | $5,152-81.0% | $4,628-78.9% | $4,779-79.5% |
| Participant deferral / active EE | $1,212 | $6,800-82.2% | $6,426-81.1% | $5,609-78.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |