Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,604 | $133,998-95.1% | $112,263-94.1% | $134,545-95.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $573 | $4,040-85.8% | $3,636-84.3% | $4,742-87.9% |
| Participant deferral / active EE | $4,752 | $5,292-10.2% | $4,729+0.5% | $6,401-25.8% |
| Admin fee / account holder | $5 | $7,493-99.9% | $6,410-99.9% | $11,431-100.0% |