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 | $12,223 | $117,444-89.6% | $99,479-87.7% | $152,909-92.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 28.33% | 31.87%-3.5pp | 30.72%-2.4pp | 345.46%-317.1pp |
| Employer contribution / active EE | $123 | $3,014-95.9% | $2,540-95.2% | $4,764-97.4% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $96 | $7,635-98.7% | $6,253-98.5% | $11,601-99.2% |