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 | $7,762 | $167,353-95.4% | $143,797-94.6% | $134,545-94.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $752 | $5,620-86.6% | $4,952-84.8% | $4,742-84.1% |
| Participant deferral / active EE | $2,828 | $6,447-56.1% | $5,638-49.8% | $6,401-55.8% |
| Admin fee / account holder | $31 | $18,096-99.8% | $14,679-99.8% | $11,431-99.7% |