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 | $1,630 | $121,701-98.7% | $104,639-98.4% | $158,982-99.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 91.90% | 465.72%-373.8pp | 340.67%-248.8pp | 302.99%-211.1pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,209 | $4,176-71.0% | $3,738-67.6% | $5,983-79.8% |
| Admin fee / account holder | $6 | $7,778-99.9% | $6,465-99.9% | $11,252-99.9% |