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 | $3,568 | $165,399-97.8% | $149,745-97.6% | $158,982-97.8% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $279 | $5,105-94.5% | $4,646-94.0% | $4,763-94.1% |
| Participant deferral / active EE | $3,174 | $7,183-55.8% | $6,843-53.6% | $5,983-47.0% |
| Admin fee / account holder | $1 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |