Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,562 | $135,645-93.7% | $110,243-92.2% | $135,379-93.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.79%-519.8pp |
| Employer contribution / active EE | $176 | $4,907-96.4% | $3,827-95.4% | $4,779-96.3% |
| Participant deferral / active EE | $4,394 | $5,507-20.2% | $4,672-6.0% | $5,609-21.7% |
| Admin fee / account holder | $12 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |