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 | $2,456 | $167,362-98.5% | $143,799-98.3% | $134,532-98.2% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -9.99% | 0.47%-10.5pp | -0.04%-9.9pp | 418.27%-428.3pp |
| Employer contribution / active EE | $721 | $5,620-87.2% | $4,952-85.4% | $4,741-84.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $98 | $18,094-99.5% | $14,677-99.3% | $11,429-99.1% |