Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,116 | $28,624-96.1% | $53,647-97.9% | $82,637-98.7% |
| Participation rate | 86.8% | 47.3%+39.6pp | 56.3%+30.6pp | 68.1%+18.8pp |
| Annual return | 25.69% | 664.98%-639.3pp | 358.33%-332.6pp | 53.51%-27.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $540 | $1,196-54.8% | $1,813-70.2% | $4,126-86.9% |
| Admin fee / account holder | $52 | $2,022-97.4% | $2,460-97.9% | $7,339-99.3% |