Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,781 | $101,618-97.3% | $93,063-97.0% | $137,256-98.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 23.46% | 223.95%-200.5pp | 34.15%-10.7pp | 220.34%-196.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $918 | $4,279-78.6% | $3,958-76.8% | $6,407-85.7% |
| Admin fee / account holder | $16 | $6,198-99.7% | $6,033-99.7% | $12,270-99.9% |