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 | $9,350 | $138,102-93.2% | $125,381-92.5% | $134,532-93.0% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -18.23% | 750.73%-769.0pp | 572.31%-590.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,152 | $5,245-78.0% | $4,815-76.1% | $4,741-75.7% |
| Participant deferral / active EE | $1,799 | $7,801-76.9% | $7,448-75.8% | $6,401-71.9% |
| Admin fee / account holder | $16 | $11,568-99.9% | $10,007-99.8% | $11,429-99.9% |