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 | $5,027 | $755,339-99.3% | $379,746-98.7% | $158,982-96.8% |
| Participation rate | 75.0% | 81.8%-6.8pp | 78.4%-3.4pp | 82.0%-7.0pp |
| Annual return | 0.00% | 53.41%-53.4pp | 34.90%-34.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,535 | $7,938-55.5% | $6,024-41.3% | $5,983-40.9% |
| Admin fee / account holder | $30 | $14,482-99.8% | $7,927-99.6% | $11,252-99.7% |