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 | $18,507 | $166,268-88.9% | $165,100-88.8% | $145,897-87.3% |
| Participation rate | 70.8% | 82.0%-11.2pp | 78.6%-7.8pp | 80.3%-9.5pp |
| Annual return | 95.86% | 100.52%-4.7pp | 70.21%+25.6pp | 552.29%-456.4pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,355 | $6,964-37.5% | $6,035-27.8% | $6,689-34.9% |
| Admin fee / account holder | $13 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |