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 | $2,426 | $100,911-97.6% | $90,440-97.3% | $158,966-98.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 0.00% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $171 | $3,690-95.4% | $3,263-94.8% | $4,762-96.4% |
| Participant deferral / active EE | $653 | $4,348-85.0% | $3,964-83.5% | $5,983-89.1% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |