Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $1,044 | $156,970-99.3% | $121,210-99.1% | $139,487-99.3% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 0.00% | 1477.10%-1477.1pp | 987.41%-987.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $865 | $4,849-82.2% | $4,084-78.8% | $6,713-87.1% |
| Admin fee / account holder | $2 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |