Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,580 | $72,492-97.8% | $87,102-98.2% | $72,983-97.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $610 | $1,894-67.8% | $2,521-75.8% | $2,440-75.0% |
| Participant deferral / active EE | $801 | $3,270-75.5% | $4,048-80.2% | $3,608-77.8% |
| Admin fee / account holder | $25 | $5,055-99.5% | $7,491-99.7% | $5,124-99.5% |