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 | $1,882 | $157,296-98.8% | $141,191-98.7% | $152,897-98.8% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,415 | $7,111-80.1% | $6,710-78.9% | $5,851-75.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |