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 | $1,009 | $65,395-98.5% | $182,540-99.4% | $72,975-98.6% |
| Participation rate | 87.2% | 65.4%+21.7pp | 78.0%+9.2pp | 69.5%+17.7pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.58%-148.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $348 | $1,911-81.8% | $4,076-91.5% | $2,440-85.7% |
| Participant deferral / active EE | $580 | $3,563-83.7% | $5,525-89.5% | $3,608-83.9% |
| Admin fee / account holder | $1 | $4,245-100.0% | $8,593-100.0% | $5,124-100.0% |