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 | $19,382 | $209,874-90.8% | $189,537-89.8% | $167,536-88.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.61%-748.6pp | 555.34%-555.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $21,500 | $6,913+211.0% | $6,161+249.0% | $4,839+344.3% |
| Participant deferral / active EE | $2,890 | $8,934-67.6% | $8,220-64.8% | $6,342-54.4% |
| Admin fee / account holder | $22 | $14,299-99.8% | $12,048-99.8% | $12,315-99.8% |