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 | $7,536 | $97,732-92.3% | $83,831-91.0% | $135,380-94.4% |
| Participation rate | 85.0% | 80.0%+5.0pp | 76.1%+8.9pp | 82.6%+2.4pp |
| Annual return | -8.08% | 1287.56%-1295.6pp | 850.99%-859.1pp | 519.81%-527.9pp |
| Employer contribution / active EE | $646 | $4,222-84.7% | $3,631-82.2% | $4,779-86.5% |
| Participant deferral / active EE | $1,487 | $4,683-68.2% | $4,082-63.6% | $5,609-73.5% |
| Admin fee / account holder | $39 | $6,675-99.4% | $5,479-99.3% | $10,828-99.6% |