Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,166 | $93,098-98.7% | $77,081-98.5% | $134,509-99.1% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | 0.00% | 62.63%-62.6pp | 42.33%-42.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $612 | $3,419-82.1% | $2,813-78.3% | $4,741-87.1% |
| Participant deferral / active EE | $247 | $5,239-95.3% | $4,428-94.4% | $6,400-96.1% |
| Admin fee / account holder | $1 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |