Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,813 | $77,908-97.7% | $149,696-98.8% | $75,173-97.6% |
| Participation rate | 93.5% | 65.6%+28.0pp | 78.8%+14.8pp | 67.2%+26.3pp |
| Annual return | 24.55% | 31.73%-7.2pp | 134.46%-109.9pp | 160.72%-136.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,270 | $3,411-62.8% | $5,682-77.6% | $4,126-69.2% |
| Admin fee / account holder | $46 | $5,950-99.2% | $13,212-99.6% | $5,651-99.2% |