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 | $1,952 | $85,766-97.7% | $136,298-98.6% | $70,126-97.2% |
| Participation rate | 86.7% | 74.2%+12.6pp | 81.9%+4.8pp | 69.5%+17.2pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $833 | $2,966-71.9% | $4,696-82.3% | $2,343-64.4% |
| Participant deferral / active EE | $1,102 | $5,051-78.2% | $6,247-82.4% | $3,332-66.9% |
| Admin fee / account holder | $28 | $5,421-99.5% | $9,244-99.7% | $4,645-99.4% |