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 | $4,571 | $227,291-98.0% | $214,702-97.9% | $155,188-97.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 0.00% | 60.08%-60.1pp | 54.55%-54.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $1,888 | $6,772-72.1% | $6,461-70.8% | $4,248-55.6% |
| Participant deferral / active EE | $2,679 | $9,582-72.0% | $9,147-70.7% | $6,531-59.0% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |