Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,585 | $92,684-92.9% | $82,706-92.0% | $134,509-95.1% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -17.84% | 945.84%-963.7pp | 701.76%-719.6pp | 418.13%-436.0pp |
| Employer contribution / active EE | $264 | $3,272-91.9% | $3,007-91.2% | $4,741-94.4% |
| Participant deferral / active EE | $1,620 | $4,800-66.2% | $4,394-63.1% | $6,400-74.7% |
| Admin fee / account holder | $111 | $5,982-98.1% | $5,329-97.9% | $11,427-99.0% |