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 | $2,869 | $69,248-95.9% | $64,101-95.5% | $139,466-97.9% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 78.27% | 45.95%+32.3pp | 33.72%+44.6pp | 373.66%-295.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,479 | $4,682-68.4% | $3,881-61.9% | $6,712-78.0% |
| Admin fee / account holder | $95 | $4,247-97.8% | $3,070-96.9% | $11,409-99.2% |