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 | $6,825 | $92,707-92.6% | $82,726-91.7% | $134,493-94.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.36% | 945.12%-963.5pp | 701.33%-719.7pp | 418.01%-436.4pp |
| Employer contribution / active EE | $2,848 | $3,274-13.0% | $3,009-5.4% | $4,740-39.9% |
| Participant deferral / active EE | $0 | $4,801-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $5,980-100.0% | $5,328-100.0% | $11,425-100.0% |