Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,532 | $27,800-94.5% | $58,507-97.4% | $71,529-97.9% |
| Participation rate | 73.4% | 34.6%+38.8pp | 50.9%+22.5pp | 67.9%+5.4pp |
| Annual return | 17.13% | 26.80%-9.7pp | 4252.32%-4235.2pp | 28.97%-11.8pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $650 | $1,208-46.2% | $1,922-66.2% | $4,291-84.9% |
| Admin fee / account holder | $244 | $1,637-85.1% | $2,486-90.2% | $1,588-84.6% |