Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,642 | $167,362-93.6% | $143,799-92.6% | $134,532-92.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -1.58% | 0.47%-2.1pp | -0.04%-1.5pp | 418.27%-419.8pp |
| Employer contribution / active EE | $718 | $5,620-87.2% | $4,952-85.5% | $4,741-84.9% |
| Participant deferral / active EE | $2,319 | $6,447-64.0% | $5,638-58.9% | $6,401-63.8% |
| Admin fee / account holder | $164 | $18,094-99.1% | $14,677-98.9% | $11,429-98.6% |