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 | $5,838 | $106,008-94.5% | $92,240-93.7% | $147,586-96.0% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 24.62% | 50.05%-25.4pp | 176.29%-151.7pp | 578.59%-554.0pp |
| Employer contribution / active EE | $625 | $4,333-85.6% | $3,680-83.0% | $4,876-87.2% |
| Participant deferral / active EE | $1,450 | $4,478-67.6% | $3,897-62.8% | $5,439-73.3% |
| Admin fee / account holder | $12 | $6,333-99.8% | $5,194-99.8% | $10,886-99.9% |