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 | $10,589 | $81,870-87.1% | $119,622-91.1% | $68,486-84.5% |
| Participation rate | 96.7% | 71.9%+24.8pp | 79.3%+17.4pp | 67.9%+28.8pp |
| Annual return | -12.63% | -23.82%+11.2pp | -14.98%+2.4pp | -7.85%-4.8pp |
| Employer contribution / active EE | $583 | $2,692-78.3% | $4,232-86.2% | $2,597-77.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $179 | $6,583-97.3% | $10,328-98.3% | $5,404-96.7% |