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 | $7,256 | $52,279-86.1% | $89,414-91.9% | $79,852-90.9% |
| Participation rate | 85.4% | 57.5%+27.8pp | 68.0%+17.4pp | 69.6%+15.7pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.50%-245.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,677 | $2,740+34.2% | $3,890-5.5% | $3,740-1.7% |
| Admin fee / account holder | $20 | $3,356-99.4% | $4,883-99.6% | $5,306-99.6% |