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 | $1,589 | $112,131-98.6% | $95,964-98.3% | $158,982-99.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 40.99% | 171.19%-130.2pp | 91.64%-50.7pp | 302.99%-262.0pp |
| Employer contribution / active EE | $8 | $3,199-99.8% | $2,541-99.7% | $4,763-99.8% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5 | $10,136-100.0% | $6,797-99.9% | $11,252-100.0% |