Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,992 | $100,901-98.0% | $75,501-97.4% | $147,586-98.7% |
| Participation rate | 75.0% | 77.1%-2.1pp | 72.4%+2.6pp | 82.8%-7.8pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,228 | $4,027-44.7% | $3,142-29.1% | $5,439-59.0% |
| Admin fee / account holder | $238 | $11,285-97.9% | $5,801-95.9% | $10,886-97.8% |