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 | $12,502 | $211,946-94.1% | $169,452-92.6% | $135,380-90.8% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -3.97% | 3.26%-7.2pp | 1.83%-5.8pp | 519.81%-523.8pp |
| Employer contribution / active EE | $4,487 | $5,117-12.3% | $4,157+7.9% | $4,779-6.1% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $86 | $11,472-99.3% | $9,110-99.1% | $10,828-99.2% |