Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $319 | $104,650-99.7% | $83,854-99.6% | $155,188-99.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 10.52% | 28.97%-18.4pp | 31.39%-20.9pp | 148.84%-138.3pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $539 | $2,367-77.2% | $2,035-73.5% | $6,531-91.7% |
| Admin fee / account holder | $74 | $3,518-97.9% | $3,197-97.7% | $14,480-99.5% |