Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,797 | $121,656-94.4% | $104,614-93.5% | $158,950-95.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 26.22% | 465.51%-439.3pp | 340.56%-314.3pp | 302.91%-276.7pp |
| Employer contribution / active EE | $160 | $3,164-94.9% | $2,681-94.0% | $4,762-96.6% |
| Participant deferral / active EE | $1,500 | $4,177-64.1% | $3,739-59.9% | $5,983-74.9% |
| Admin fee / account holder | $23 | $7,775-99.7% | $6,464-99.6% | $11,248-99.8% |