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 | $2,492 | $103,008-97.6% | $90,304-97.2% | $152,897-98.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 37.42% | 95.22%-57.8pp | 78.13%-40.7pp | 345.43%-308.0pp |
| Employer contribution / active EE | $37 | $3,139-98.8% | $2,855-98.7% | $4,764-99.2% |
| Participant deferral / active EE | $1,490 | $4,281-65.2% | $3,885-61.6% | $5,851-74.5% |
| Admin fee / account holder | $8 | $6,175-99.9% | $5,354-99.9% | $11,599-99.9% |