Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,522 | $115,903-98.7% | $100,528-98.5% | $158,966-99.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $425 | $4,105-89.6% | $3,419-87.6% | $4,762-91.1% |
| Participant deferral / active EE | $861 | $6,677-87.1% | $6,271-86.3% | $5,983-85.6% |
| Admin fee / account holder | $1 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |