Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $4,091 | $48,274-91.5% | $63,517-93.6% | $59,632-93.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 0.24% | -240.79%+241.0pp | -70.30%+70.5pp | 2041.32%-2041.1pp |
| Employer contribution / active EE | $751 | $1,586-52.7% | $2,322-67.7% | $2,203-65.9% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $43 | $3,600-98.8% | $5,892-99.3% | $4,297-99.0% |