Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,864 | $138,114-94.3% | $125,391-93.7% | $134,545-94.2% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | 14.69% | 750.88%-736.2pp | 572.41%-557.7pp | 418.37%-403.7pp |
| Employer contribution / active EE | $21 | $5,246-99.6% | $4,816-99.6% | $4,742-99.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $62 | $11,570-99.5% | $10,009-99.4% | $11,431-99.5% |