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 | $7,896 | $58,523-86.5% | $99,475-92.1% | $72,975-89.2% |
| Participation rate | 92.1% | 64.6%+27.4pp | 73.8%+18.2pp | 69.5%+22.6pp |
| Annual return | 0.00% | 28.51%-28.5pp | 30.72%-30.7pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,392 | $2,606+68.5% | $3,619+21.4% | $3,608+21.7% |
| Admin fee / account holder | $44 | $4,102-98.9% | $6,252-99.3% | $5,124-99.1% |