Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,208 | $217,392-97.6% | $185,818-97.2% | $167,497-96.9% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 0.00% | 148.37%-148.4pp | 122.06%-122.1pp | 478.62%-478.6pp |
| Employer contribution / active EE | $955 | $5,873-83.7% | $5,168-81.5% | $4,838-80.3% |
| Participant deferral / active EE | $3,686 | $6,357-42.0% | $5,568-33.8% | $6,341-41.9% |
| Admin fee / account holder | $3 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |