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 | $7,897 | $54,355-85.5% | $82,744-90.5% | $68,486-88.5% |
| Participation rate | 92.3% | 63.9%+28.4pp | 72.6%+19.7pp | 67.9%+24.4pp |
| Annual return | -0.53% | -13.67%+13.1pp | 702.22%-702.8pp | -7.85%+7.3pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,348 | $3,246+33.9% | $4,395-1.1% | $4,028+7.9% |
| Admin fee / account holder | $104 | $4,397-97.6% | $5,325-98.0% | $5,404-98.1% |