Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,639 | $118,877-98.6% | $96,570-98.3% | $167,536-99.0% |
| Participation rate | 91.3% | 75.5%+15.8pp | 69.8%+21.5pp | 82.1%+9.2pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $192 | $3,121-93.8% | $2,357-91.8% | $4,839-96.0% |
| Participant deferral / active EE | $1,442 | $4,617-68.8% | $3,849-62.5% | $6,342-77.3% |
| Admin fee / account holder | $11 | $8,069-99.9% | $6,182-99.8% | $12,315-99.9% |