Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,497 | $64,324-94.6% | $118,914-97.1% | $79,856-95.6% |
| Participation rate | 75.7% | 64.9%+10.8pp | 75.4%+0.3pp | 69.6%+6.0pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.89%-35.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $464 | $1,836-74.7% | $3,264-85.8% | $2,471-81.2% |
| Participant deferral / active EE | $1,894 | $2,824-32.9% | $4,266-55.6% | $3,741-49.4% |
| Admin fee / account holder | $5 | $4,040-99.9% | $6,582-99.9% | $5,306-99.9% |