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 | $14,269 | $115,796-87.7% | $101,264-85.9% | $158,950-91.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $17,209 | $4,175+312.2% | $3,660+370.2% | $4,762+261.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8 | $7,247-99.9% | $5,947-99.9% | $11,248-99.9% |