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 | $1,824 | $149,040-98.8% | $120,225-98.5% | $137,256-98.7% |
| Participation rate | 94.4% | 75.4%+19.0pp | 69.6%+24.9pp | 80.0%+14.5pp |
| Annual return | 13.98% | 605.68%-591.7pp | 439.23%-425.2pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,021 | $4,655-78.1% | $3,999-74.5% | $6,407-84.1% |
| Admin fee / account holder | $9 | $6,348-99.9% | $5,696-99.8% | $12,270-99.9% |