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 | $389 | $76,522-99.5% | $56,033-99.3% | $145,884-99.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.20% | 3014.28%-3005.1pp | 1711.38%-1702.2pp | 551.85%-542.6pp |
| Employer contribution / active EE | $130 | $1,382-90.6% | $1,041-87.6% | $4,662-97.2% |
| Participant deferral / active EE | $198 | $2,624-92.5% | $1,954-89.9% | $6,690-97.0% |
| Admin fee / account holder | $46 | $3,328-98.6% | $2,827-98.4% | $13,392-99.7% |