Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $346 | $118,708-99.7% | $98,920-99.6% | $158,982-99.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.82% | 372.49%-358.7pp | 196.47%-182.7pp | 302.99%-289.2pp |
| Employer contribution / active EE | $87 | $3,334-97.4% | $2,689-96.8% | $4,763-98.2% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $43 | $10,134-99.6% | $6,643-99.3% | $11,252-99.6% |