Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,221 | $115,810-92.9% | $101,271-91.9% | $158,966-94.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $618 | $4,175-85.2% | $3,660-83.1% | $4,762-87.0% |
| Participant deferral / active EE | $6,083 | $4,958+22.7% | $4,371+39.2% | $5,983+1.7% |
| Admin fee / account holder | $32 | $7,248-99.6% | $5,948-99.5% | $11,250-99.7% |