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 | $1,090 | $60,139-98.2% | $90,461-98.8% | $79,856-98.6% |
| Participation rate | 83.8% | 65.0%+18.8pp | 72.7%+11.1pp | 69.6%+14.1pp |
| Annual return | 0.00% | 71.96%-72.0pp | 1294.76%-1294.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $15 | $2,069-99.3% | $3,264-99.5% | $2,471-99.4% |
| Participant deferral / active EE | $933 | $2,939-68.3% | $3,964-76.5% | $3,741-75.1% |
| Admin fee / account holder | $132 | $3,978-96.7% | $5,617-97.7% | $5,306-97.5% |