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 | $5,079 | $165,399-96.9% | $149,745-96.6% | $158,982-96.8% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $782 | $5,105-84.7% | $4,646-83.2% | $4,763-83.6% |
| Participant deferral / active EE | $3,268 | $7,183-54.5% | $6,843-52.2% | $5,983-45.4% |
| Admin fee / account holder | $235 | $10,811-97.8% | $9,312-97.5% | $11,252-97.9% |