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 | $14,528 | $154,209-90.6% | $130,062-88.8% | $139,487-89.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 484.91% | 32.52%+452.4pp | -137.37%+622.3pp | 373.84%+111.1pp |
| Employer contribution / active EE | $804 | $5,292-84.8% | $4,322-81.4% | $4,755-83.1% |
| Participant deferral / active EE | $12,019 | $6,709+79.1% | $5,821+106.5% | $6,713+79.0% |
| Admin fee / account holder | $50 | $13,988-99.6% | $10,601-99.5% | $11,407-99.6% |