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 | $6,157 | $97,732-93.7% | $83,831-92.7% | $135,380-95.5% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -9.32% | 1287.56%-1296.9pp | 850.99%-860.3pp | 519.81%-529.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,490 | $4,683-68.2% | $4,082-63.5% | $5,609-73.4% |
| Admin fee / account holder | $66 | $6,675-99.0% | $5,479-98.8% | $10,828-99.4% |