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 | $8,609 | $217,432-96.0% | $185,851-95.4% | $167,553-94.9% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $778 | $5,874-86.8% | $5,168-84.9% | $4,840-83.9% |
| Participant deferral / active EE | $6,258 | $6,357-1.6% | $5,569+12.4% | $6,343-1.3% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |