Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,405 | $150,447-95.1% | $136,298-94.6% | $147,586-95.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.71% | 1049.15%-1035.4pp | 5156.27%-5142.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $432 | $5,256-91.8% | $4,696-90.8% | $4,876-91.1% |
| Participant deferral / active EE | $4,800 | $6,631-27.6% | $6,247-23.2% | $5,439-11.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |