Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,733 | $105,867-86.1% | $90,760-83.8% | $134,532-89.0% |
| Participation rate | 88.2% | 78.3%+10.0pp | 75.7%+12.5pp | 81.2%+7.0pp |
| Annual return | -16.05% | -10.99%-5.1pp | -12.16%-3.9pp | 418.27%-434.3pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,372 | $5,217-54.5% | $4,565-48.0% | $6,401-62.9% |
| Admin fee / account holder | $197 | $13,936-98.6% | $8,444-97.7% | $11,429-98.3% |