Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,688 | $63,365-86.3% | $91,994-90.6% | $72,976-88.1% |
| Participation rate | 87.3% | 72.5%+14.8pp | 78.6%+8.6pp | 69.5%+17.8pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.04%-69.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,050 | $4,883+44.4% | $5,924+19.0% | $3,608+95.4% |
| Admin fee / account holder | $6 | $4,670-99.9% | $7,744-99.9% | $5,124-99.9% |