Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,537 | $234,190-91.7% | $180,320-89.2% | $198,609-90.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 20.51% | 1057.44%-1036.9pp | 778.54%-758.0pp | 202.70%-182.2pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,635 | $4,988-47.2% | $4,304-38.8% | $6,977-62.2% |
| Admin fee / account holder | $66 | $12,558-99.5% | $10,000-99.3% | $19,030-99.7% |