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 | $4,530 | $96,236-95.3% | $133,698-96.6% | $80,959-94.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 24.51% | 28.74%-4.2pp | 580.90%-556.4pp | 35.67%-11.2pp |
| Employer contribution / active EE | $507 | $3,350-84.9% | $4,218-88.0% | $2,757-81.6% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,250-100.0% | $6,703-100.0% | $6,925-100.0% |