Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,355 | $183,988-96.0% | $162,177-95.5% | $152,897-95.2% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.5%-12.5pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,190 | $6,370-81.3% | $5,613-78.8% | $4,764-75.0% |
| Participant deferral / active EE | $4,400 | $8,032-45.2% | $7,297-39.7% | $5,851-24.8% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |