Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,853 | $82,678-96.5% | $125,391-97.7% | $68,490-95.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 10.12% | -5.97%+16.1pp | 572.41%-562.3pp | -7.85%+18.0pp |
| Employer contribution / active EE | $453 | $3,382-86.6% | $4,816-90.6% | $2,597-82.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $227 | $6,277-96.4% | $10,009-97.7% | $5,403-95.8% |