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 | $1,289 | $111,814-98.8% | $93,654-98.6% | $145,959-99.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.58% | 203.30%-190.7pp | 133.34%-120.8pp | 561.95%-549.4pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,336 | $4,914-72.8% | $4,413-69.7% | $6,689-80.0% |
| Admin fee / account holder | $98 | $10,246-99.0% | $8,282-98.8% | $13,398-99.3% |