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 | $3,004 | $176,402-98.3% | $134,155-97.8% | $158,950-98.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 27.01% | 63.66%-36.6pp | 36.34%-9.3pp | 302.91%-275.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,065 | $4,093-49.5% | $3,500-41.0% | $5,983-65.5% |
| Admin fee / account holder | $153 | $8,719-98.2% | $6,685-97.7% | $11,248-98.6% |