Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $531 | $111,830-99.5% | $93,696-99.4% | $145,884-99.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.11% | 204.08%-191.0pp | 133.74%-120.6pp | 551.85%-538.7pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $459 | $4,920-90.7% | $4,417-89.6% | $6,690-93.1% |
| Admin fee / account holder | $258 | $10,249-97.5% | $8,287-96.9% | $13,392-98.1% |