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 | $8,613 | $43,344-80.1% | $59,899-85.6% | $64,173-86.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.76% | -1.55%+9.3pp | 3.46%+4.3pp | 7.63%+0.1pp |
| Employer contribution / active EE | $346 | $2,030-82.9% | $2,723-87.3% | $2,381-85.5% |
| Participant deferral / active EE | $3,783 | $2,547+48.5% | $3,402+11.2% | $3,470+9.0% |
| Admin fee / account holder | $128 | $3,008-95.8% | $3,592-96.4% | $4,887-97.4% |