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 | $19,506 | $211,946-90.8% | $169,452-88.5% | $135,380-85.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.70% | 3.26%-8.0pp | 1.83%-6.5pp | 519.81%-524.5pp |
| Employer contribution / active EE | $5,885 | $5,117+15.0% | $4,157+41.6% | $4,779+23.1% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $154 | $11,472-98.7% | $9,110-98.3% | $10,828-98.6% |