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 | $24,286 | $222,828-89.1% | $180,484-86.5% | $248,183-90.2% |
| Participation rate | 100.0% | 32.1%+67.9pp | 10.1%+89.9pp | 45.9%+54.1pp |
| Annual return | 10.36% | 3.14%+7.2pp | 10.53%-0.2pp | 10.21%+0.1pp |
| Employer contribution / active EE | $12,361 | $46,562-73.5% | $29,360-57.9% | $42,272-70.8% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |