Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,316 | $209,847-94.1% | $189,520-93.5% | $167,518-92.6% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 13.74% | 748.45%-734.7pp | 555.25%-541.5pp | 478.71%-465.0pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,743 | $8,934-58.1% | $8,220-54.5% | $6,342-41.0% |
| Admin fee / account holder | $128 | $14,295-99.1% | $12,046-98.9% | $12,312-99.0% |