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 | $2,669 | $96,558-97.2% | $80,977-96.7% | $273,972-99.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $356 | $4,869-92.7% | $3,715-90.4% | $4,869-92.7% |
| Participant deferral / active EE | $2,260 | $6,598-65.7% | $5,696-60.3% | $5,287-57.3% |
| Admin fee / account holder | $21 | $7,493-99.7% | $5,517-99.6% | $10,133-99.8% |