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 | $3,062 | $41,854-92.7% | $73,836-95.9% | $52,331-94.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 0.00% | 2.11%-2.1pp | 2268.06%-2268.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,842 | $1,920+48.0% | $2,787+2.0% | $1,882+51.1% |
| Participant deferral / active EE | $284 | $2,498-88.6% | $3,583-92.1% | $3,022-90.6% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |