Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,110 | $167,352-94.6% | $143,788-93.7% | $134,509-93.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.98% | 0.47%-17.5pp | -0.03%-17.0pp | 418.13%-435.1pp |
| Employer contribution / active EE | $4,163 | $5,620-25.9% | $4,952-15.9% | $4,741-12.2% |
| Participant deferral / active EE | $1,564 | $6,447-75.7% | $5,638-72.3% | $6,400-75.6% |
| Admin fee / account holder | $54 | $18,091-99.7% | $14,675-99.6% | $11,427-99.5% |