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 | $7,159 | $142,409-95.0% | $119,634-94.0% | $134,545-94.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -2.92% | -12.46%+9.5pp | -14.98%+12.1pp | 418.37%-421.3pp |
| Employer contribution / active EE | $3,798 | $5,224-27.3% | $4,232-10.3% | $4,742-19.9% |
| Participant deferral / active EE | $279 | $6,468-95.7% | $5,601-95.0% | $6,401-95.6% |
| Admin fee / account holder | $1 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |