Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,371 | $110,083-88.8% | $151,639-91.8% | $68,486-81.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.05% | -10.12%-0.9pp | 3.34%-14.4pp | -7.85%-3.2pp |
| Employer contribution / active EE | $259 | $4,470-94.2% | $6,165-95.8% | $2,597-90.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $142 | $7,718-98.2% | $11,613-98.8% | $5,404-97.4% |