Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,594 | $49,976-96.8% | $66,674-97.6% | $82,637-98.1% |
| Participation rate | 79.3% | 63.1%+16.2pp | 73.7%+5.6pp | 68.1%+11.3pp |
| Annual return | 18.39% | 39.09%-20.7pp | 321.24%-302.9pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $824 | $2,847-71.1% | $4,084-79.8% | $4,126-80.0% |
| Admin fee / account holder | $17 | $4,594-99.6% | $5,098-99.7% | $7,339-99.8% |