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 | $23,975 | $168,635-85.8% | $147,617-83.8% | $125,389-80.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.86% | 77.65%-80.5pp | 61.98%-64.8pp | 282.24%-285.1pp |
| Employer contribution / active EE | $732 | $6,252-88.3% | $5,564-86.9% | $4,866-85.0% |
| Participant deferral / active EE | $6,833 | $5,507+24.1% | $4,895+39.6% | $5,352+27.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |