Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,681 | $142,430-92.5% | $115,170-90.7% | $152,897-93.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 25.65% | 41.48%-15.8pp | 35.60%-9.9pp | 345.43%-319.8pp |
| Employer contribution / active EE | $426 | $4,011-89.4% | $3,179-86.6% | $4,764-91.1% |
| Participant deferral / active EE | $2,432 | $5,165-52.9% | $4,169-41.7% | $5,851-58.4% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |