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 | $3,834 | $209,422-98.2% | $178,503-97.9% | $158,982-97.6% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,332 | $5,707-76.7% | $5,011-73.4% | $4,763-72.0% |
| Participant deferral / active EE | $1,958 | $5,955-67.1% | $5,202-62.4% | $5,983-67.3% |
| Admin fee / account holder | $54 | $17,079-99.7% | $13,987-99.6% | $11,252-99.5% |