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 | $2,114 | $155,833-98.6% | $124,693-98.3% | $167,536-98.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 17.98%-18.0pp | 5144.19%-5144.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,152 | $4,164-48.3% | $3,324-35.3% | $4,839-55.5% |
| Participant deferral / active EE | $264 | $5,675-95.3% | $4,615-94.3% | $6,342-95.8% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |