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 | $7,082 | $183,516-96.1% | $155,534-95.4% | $145,884-95.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 240.75% | 61.43%+179.3pp | 64.92%+175.8pp | 551.85%-311.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,221 | $6,467-65.7% | $5,630-60.6% | $6,690-66.8% |
| Admin fee / account holder | $8 | $19,293-100.0% | $15,900-100.0% | $13,392-99.9% |