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 | $9,582 | $107,363-91.1% | $92,909-89.7% | $152,897-93.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.24% | 145.63%-131.4pp | 109.44%-95.2pp | 345.43%-331.2pp |
| Employer contribution / active EE | $229 | $4,222-94.6% | $3,653-93.7% | $4,764-95.2% |
| Participant deferral / active EE | $2,293 | $4,848-52.7% | $4,238-45.9% | $5,851-60.8% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |