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 | $6,642 | $100,772-93.4% | $86,690-92.3% | $134,493-95.1% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 29.06%-29.1pp | 35.93%-35.9pp | 418.01%-418.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,556 | $5,338+22.8% | $4,656+40.8% | $6,400+2.4% |
| Admin fee / account holder | $3 | $10,920-100.0% | $7,490-100.0% | $11,425-100.0% |