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 | $7,450 | $98,776-92.5% | $149,745-95.0% | $79,856-90.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 26.28% | 27.38%-1.1pp | 276.72%-250.4pp | 31.71%-5.4pp |
| Employer contribution / active EE | $451 | $3,217-86.0% | $4,646-90.3% | $2,471-81.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $237 | $6,053-96.1% | $9,312-97.4% | $5,306-95.5% |