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 | $1,806 | $100,895-98.2% | $90,430-98.0% | $158,950-98.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.28% | 1725.54%-1709.3pp | 1293.73%-1277.4pp | 302.91%-286.6pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,723 | $4,347-60.4% | $3,963-56.5% | $5,983-71.2% |
| Admin fee / account holder | $244 | $6,505-96.2% | $5,613-95.7% | $11,248-97.8% |