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 | $4,043 | $48,053-91.6% | $84,628-95.2% | $72,975-94.5% |
| Participation rate | 75.0% | 57.6%+17.4pp | 68.2%+6.8pp | 69.5%+5.5pp |
| Annual return | 286.70% | 37.39%+249.3pp | 258.80%+27.9pp | 81.01%+205.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,126 | $2,681+16.6% | $3,900-19.9% | $3,608-13.4% |
| Admin fee / account holder | $52 | $3,395-98.5% | $4,914-98.9% | $5,124-99.0% |