Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $1,228 | $99,343-98.8% | $84,751-98.6% | $273,968-99.6% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $206 | $4,214-95.1% | $3,574-94.2% | $4,869-95.8% |
| Participant deferral / active EE | $1,521 | $4,269-64.4% | $3,712-59.0% | $5,287-71.2% |
| Admin fee / account holder | $142 | $6,645-97.9% | $5,333-97.3% | $10,132-98.6% |