Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,657 | $60,128-97.2% | $90,440-98.2% | $79,852-97.9% |
| Participation rate | 72.4% | 65.0%+7.4pp | 72.7%-0.3pp | 69.6%+2.8pp |
| Annual return | 188.76% | 71.95%+116.8pp | 1294.38%-1105.6pp | 31.72%+157.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,178 | $2,939-59.9% | $3,964-70.3% | $3,740-68.5% |
| Admin fee / account holder | $86 | $3,977-97.8% | $5,615-98.5% | $5,306-98.4% |