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 | $1,673 | $109,344-98.5% | $89,400-98.1% | $158,950-98.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 129.61% | 345.73%-216.1pp | 245.64%-116.0pp | 302.91%-173.3pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,200 | $4,599-73.9% | $3,890-69.2% | $5,983-79.9% |
| Admin fee / account holder | $8 | $6,154-99.9% | $4,882-99.8% | $11,248-99.9% |