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 | $1,600 | $42,383-96.2% | $76,518-97.9% | $64,173-97.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 15.65% | -16.54%+32.2pp | -0.27%+15.9pp | 7.63%+8.0pp |
| Employer contribution / active EE | $32 | $1,563-98.0% | $2,647-98.8% | $2,381-98.7% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4 | $3,198-99.9% | $4,849-99.9% | $4,887-99.9% |