Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,424 | $106,557-98.7% | $91,227-98.4% | $134,545-98.9% |
| Participation rate | 76.2% | 76.8%-0.6pp | 73.2%+3.0pp | 81.2%-5.0pp |
| Annual return | 0.00% | 160.81%-160.8pp | 114.14%-114.1pp | 418.37%-418.4pp |
| Employer contribution / active EE | $402 | $3,332-87.9% | $2,851-85.9% | $4,742-91.5% |
| Participant deferral / active EE | $671 | $4,719-85.8% | $4,234-84.2% | $6,401-89.5% |
| Admin fee / account holder | $1 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |