Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,325 | $97,125-98.6% | $86,233-98.5% | $137,256-99.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 22.61% | 74.19%-51.6pp | 61.39%-38.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $939 | $5,180-81.9% | $4,559-79.4% | $6,407-85.4% |
| Admin fee / account holder | $7 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |