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 | $15,714 | $217,432-92.8% | $185,849-91.5% | $167,536-90.6% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 102.39% | 148.42%-46.0pp | 122.10%-19.7pp | 478.82%-376.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $13,678 | $6,357+115.1% | $5,569+145.6% | $6,342+115.7% |
| Admin fee / account holder | $9 | $19,818-100.0% | $16,244-99.9% | $12,315-99.9% |