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 | $10,126 | $99,011-89.8% | $86,582-88.3% | $147,586-93.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.53% | 1312.75%-1297.2pp | 965.08%-949.6pp | 578.59%-563.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,410 | $3,972+11.0% | $3,609+22.2% | $5,439-18.9% |
| Admin fee / account holder | $6 | $5,709-99.9% | $4,904-99.9% | $10,886-99.9% |