Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $972 | $49,177-98.0% | $79,476-98.8% | $64,181-98.5% |
| Participation rate | 92.2% | 65.0%+27.1pp | 73.3%+18.8pp | 69.6%+22.6pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.21%-718.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,175 | $2,821-58.4% | $3,704-68.3% | $3,470-66.1% |
| Admin fee / account holder | $179 | $3,839-95.3% | $5,113-96.5% | $4,887-96.3% |