Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,435 | $202,345-97.8% | $172,755-97.4% | $152,885-97.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 375.94% | 1029.77%-653.8pp | 802.94%-427.0pp | 345.39%+30.5pp |
| Employer contribution / active EE | $1,091 | $5,858-81.4% | $5,144-78.8% | $4,763-77.1% |
| Participant deferral / active EE | $3,471 | $5,948-41.6% | $5,198-33.2% | $5,851-40.7% |
| Admin fee / account holder | $26 | $17,111-99.8% | $13,955-99.8% | $11,598-99.8% |