Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,587 | $114,093-98.6% | $96,171-98.4% | $167,536-99.1% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $481 | $3,429-86.0% | $2,799-82.8% | $4,839-90.1% |
| Participant deferral / active EE | $816 | $5,197-84.3% | $4,350-81.2% | $6,342-87.1% |
| Admin fee / account holder | $1 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |