Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,465 | $106,008-98.6% | $92,240-98.4% | $147,586-99.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 69.15% | 50.05%+19.1pp | 176.29%-107.1pp | 578.59%-509.4pp |
| Employer contribution / active EE | $1,781 | $4,333-58.9% | $3,680-51.6% | $4,876-63.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $26 | $6,333-99.6% | $5,194-99.5% | $10,886-99.8% |