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 | $2,990 | $138,102-97.8% | $125,381-97.6% | $134,532-97.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,003 | $5,245-80.9% | $4,815-79.2% | $4,741-78.8% |
| Participant deferral / active EE | $1,544 | $7,801-80.2% | $7,448-79.3% | $6,401-75.9% |
| Admin fee / account holder | $8 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |