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 | $23,163 | $198,461-88.3% | $170,436-86.4% | $147,585-84.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.63% | 257.30%-239.7pp | 205.94%-188.3pp | 578.57%-560.9pp |
| Employer contribution / active EE | $63 | $6,184-99.0% | $5,433-98.8% | $4,876-98.7% |
| Participant deferral / active EE | $3,497 | $5,629-37.9% | $4,939-29.2% | $5,439-35.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |