Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,200 | $138,114-96.2% | $125,391-95.9% | $134,545-96.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.52% | 750.88%-761.4pp | 572.41%-582.9pp | 418.37%-428.9pp |
| Employer contribution / active EE | $4,647 | $5,246-11.4% | $4,816-3.5% | $4,742-2.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $22 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |