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 | $2,136 | $127,790-98.3% | $106,554-98.0% | $167,553-98.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 33.88%-33.9pp | 26.80%-26.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,058 | $3,427-69.1% | $2,819-62.5% | $4,840-78.1% |
| Participant deferral / active EE | $1,058 | $5,088-79.2% | $4,398-75.9% | $6,343-83.3% |
| Admin fee / account holder | $0 | $11,231-100.0% | $7,408-100.0% | $12,316-100.0% |