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 | $1,609 | $96,691-98.3% | $86,656-98.1% | $139,487-98.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 30.32% | 106.87%-76.5pp | 593.09%-562.8pp | 373.84%-343.5pp |
| Employer contribution / active EE | $447 | $3,267-86.3% | $3,025-85.2% | $4,755-90.6% |
| Participant deferral / active EE | $532 | $4,838-89.0% | $4,439-88.0% | $6,713-92.1% |
| Admin fee / account holder | $3 | $6,414-100.0% | $5,619-99.9% | $11,407-100.0% |