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 | $8,052 | $180,749-95.5% | $160,784-95.0% | $137,256-94.1% |
| Participation rate | 76.9% | 80.0%-3.1pp | 77.0%0pp | 80.0%-3.0pp |
| Annual return | 28.32% | 2234.46%-2206.1pp | 1803.92%-1775.6pp | 220.34%-192.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,493 | $6,844-63.6% | $6,293-60.4% | $6,407-61.1% |
| Admin fee / account holder | $48 | $10,397-99.5% | $9,717-99.5% | $12,270-99.6% |