Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $892 | $29,716-97.0% | $56,077-98.4% | $80,925-98.9% |
| Participation rate | 81.5% | 41.7%+39.8pp | 52.5%+29.0pp | 67.7%+13.8pp |
| Annual return | 14.24% | 35.30%-21.1pp | 1709.28%-1695.0pp | 35.65%-21.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $453 | $1,228-63.1% | $1,954-76.8% | $4,299-89.5% |
| Admin fee / account holder | $79 | $2,432-96.8% | $2,825-97.2% | $6,940-98.9% |