Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,312 | $43,423-83.2% | $78,676-90.7% | $55,167-86.7% |
| Participation rate | 73.8% | 68.0%+5.8pp | 73.6%+0.2pp | 69.0%+4.8pp |
| Annual return | 0.00% | 11.53%-11.5pp | 62.19%-62.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,856 | $2,509-26.0% | $3,517-47.2% | $3,054-39.2% |
| Admin fee / account holder | -$5 | $416-101.2% | $4,510-100.1% | $504-101.0% |