Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,264 | $124,980-94.2% | $108,359-93.3% | $154,746-95.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.03% | 45.00%-27.0pp | 36.89%-18.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $335 | $4,743-92.9% | $4,137-91.9% | $6,730-95.0% |
| Admin fee / account holder | $287 | $11,502-97.5% | $9,741-97.1% | $14,365-98.0% |