Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,366 | $90,530-96.3% | $76,030-95.6% | $145,897-97.7% |
| Participation rate | 83.3% | 74.4%+8.9pp | 69.1%+14.3pp | 80.3%+3.0pp |
| Annual return | 13.03% | 625.08%-612.1pp | 361.54%-348.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,231 | $5,164-76.2% | $4,257-71.1% | $6,689-81.6% |
| Admin fee / account holder | $12 | $8,383-99.9% | $6,421-99.8% | $13,390-99.9% |