Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,960 | $150,446-90.7% | $136,297-89.8% | $147,585-90.5% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 134.16% | 1049.14%-915.0pp | 5156.19%-5022.0pp | 578.58%-444.4pp |
| Employer contribution / active EE | $797 | $5,256-84.8% | $4,696-83.0% | $4,876-83.7% |
| Participant deferral / active EE | $2,379 | $6,631-64.1% | $6,247-61.9% | $5,439-56.3% |
| Admin fee / account holder | $92 | $10,906-99.2% | $9,244-99.0% | $10,886-99.2% |