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 | $3,646 | $72,446-95.0% | $67,561-94.6% | $145,877-97.5% |
| Participation rate | 70.8% | 76.9%-6.0pp | 72.9%-2.1pp | 80.3%-9.5pp |
| Annual return | 14.34% | 7211.98%-7197.6pp | 3525.44%-3511.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $146 | $3,072-95.3% | $2,735-94.7% | $4,663-96.9% |
| Participant deferral / active EE | $1,393 | $4,785-70.9% | $4,003-65.2% | $6,691-79.2% |
| Admin fee / account holder | $51 | $5,541-99.1% | $4,006-98.7% | $13,402-99.6% |