Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,776 | $100,811-98.2% | $86,698-98.0% | $134,545-98.7% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | 0.00% | 29.11%-29.1pp | 35.96%-36.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,805 | $5,339-66.2% | $4,656-61.2% | $6,401-71.8% |
| Admin fee / account holder | $2 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |