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 | $2,842 | $112,729-97.5% | $98,716-97.1% | $137,256-97.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.56% | 38.48%-19.9pp | 31.81%-13.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,613 | $4,640-65.2% | $4,048-60.1% | $6,407-74.8% |
| Admin fee / account holder | $64 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |