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.
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 | $7,722 | $263,064-97.1% | $33,039-76.6% | $263,064-97.1% |
| Participation rate | 100.0% | 95.8%+4.2pp | 91.8%+8.2pp | 95.8%+4.2pp |
| Annual return | 0.71% | -1.59%+2.3pp | -0.38%+1.1pp | -1.59%+2.3pp |
| Employer contribution / active EE | $1,101 | $33,160-96.7% | $2,495-55.9% | $33,160-96.7% |
| Participant deferral / active EE | $0 | $7,831-100.0% | $1,794-100.0% | $7,831-100.0% |
| Admin fee / account holder | $95 | $9,535-99.0% | $3,066-96.9% | $9,535-99.0% |