Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,191 | $45,872-95.2% | $77,096-97.2% | $68,486-96.8% |
| Participation rate | 78.1% | 55.9%+22.2pp | 67.9%+10.2pp | 67.9%+10.2pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,584 | $2,963+21.0% | $4,429-19.1% | $4,028-11.0% |
| Admin fee / account holder | $195 | $3,041-93.6% | $5,428-96.4% | $5,404-96.4% |