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 | $4,918 | $100,911-95.1% | $90,440-94.6% | $158,966-96.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 116.63% | 1726.62%-1610.0pp | 1294.38%-1177.7pp | 302.95%-186.3pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,985 | $4,348-54.4% | $3,964-49.9% | $5,983-66.8% |
| Admin fee / account holder | $167 | $6,507-97.4% | $5,615-97.0% | $11,250-98.5% |