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 | $21,256 | $184,000-88.4% | $162,185-86.9% | $152,909-86.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.96% | 150.80%-123.8pp | 115.61%-88.7pp | 345.46%-318.5pp |
| Employer contribution / active EE | $1,094 | $6,370-82.8% | $5,613-80.5% | $4,764-77.0% |
| Participant deferral / active EE | $5,146 | $8,033-35.9% | $7,297-29.5% | $5,851-12.1% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |