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 | $9,613 | $123,793-92.2% | $177,848-94.6% | $79,856-88.0% |
| Participation rate | 96.6% | 84.7%+11.9pp | 87.7%+8.8pp | 69.6%+26.9pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.33%-48.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,475 | $5,956-41.7% | $7,714-55.0% | $3,741-7.1% |
| Admin fee / account holder | $264 | $7,243-96.4% | $12,431-97.9% | $5,306-95.0% |