Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,198 | $106,905-85.8% | $84,020-81.9% | $152,885-90.1% |
| Participation rate | 95.5% | 75.2%+20.2pp | 69.0%+26.4pp | 82.5%+13.0pp |
| Annual return | 43.30% | 105.00%-61.7pp | 71.31%-28.0pp | 345.39%-302.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,554 | $4,012+38.4% | $3,239+71.5% | $5,851-5.1% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |