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 | $12,161 | $100,805-87.9% | $86,698-86.0% | $134,532-91.0% |
| Participation rate | 89.5% | 79.0%+10.5pp | 76.6%+12.9pp | 81.2%+8.2pp |
| Annual return | 99.52% | 29.09%+70.4pp | 35.95%+63.6pp | 418.27%-318.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,417 | $5,339+1.5% | $4,656+16.3% | $6,401-15.4% |
| Admin fee / account holder | $67 | $10,925-99.4% | $7,493-99.1% | $11,429-99.4% |