Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,038 | $99,644-97.0% | $86,438-96.5% | $134,532-97.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 0.00% | 6787.26%-6787.3pp | 4397.19%-4397.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $864 | $4,402-80.4% | $3,769-77.1% | $4,741-81.8% |
| Participant deferral / active EE | $1,396 | $7,247-80.7% | $6,952-79.9% | $6,401-78.2% |
| Admin fee / account holder | $1 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |