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 | $8,639 | $95,188-90.9% | $76,518-88.7% | $135,380-93.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 14.20% | 4.85%+9.3pp | -0.27%+14.5pp | 519.81%-505.6pp |
| Employer contribution / active EE | $2,778 | $3,303-15.9% | $2,647+4.9% | $4,779-41.9% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $195 | $6,249-96.9% | $4,849-96.0% | $10,828-98.2% |