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 | $1,382 | $90,691-98.5% | $76,119-98.2% | $145,884-99.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 22.85% | 624.52%-601.7pp | 361.25%-338.4pp | 551.85%-529.0pp |
| Employer contribution / active EE | $790 | $3,329-76.3% | $2,693-70.7% | $4,662-83.1% |
| Participant deferral / active EE | $872 | $5,167-83.1% | $4,259-79.5% | $6,690-87.0% |
| Admin fee / account holder | $6 | $8,383-99.9% | $6,421-99.9% | $13,392-100.0% |