Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,216 | $202,342-97.4% | $172,753-97.0% | $152,909-96.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,141 | $5,857-80.5% | $5,144-77.8% | $4,764-76.0% |
| Participant deferral / active EE | $3,107 | $5,948-47.8% | $5,198-40.2% | $5,851-46.9% |
| Admin fee / account holder | $21 | $17,112-99.9% | $13,956-99.8% | $11,601-99.8% |