Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,207 | $99,652-98.8% | $78,778-98.5% | $147,586-99.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $396 | $2,796-85.8% | $1,986-80.1% | $4,876-91.9% |
| Participant deferral / active EE | $599 | $3,664-83.6% | $2,958-79.8% | $5,439-89.0% |
| Admin fee / account holder | $5 | $7,155-99.9% | $5,134-99.9% | $10,886-100.0% |