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 | $9,406 | $175,259-94.6% | $149,723-93.7% | $139,487-93.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 97.03% | 166.82%-69.8pp | 134.50%-37.5pp | 373.84%-276.8pp |
| Employer contribution / active EE | $275 | $5,478-95.0% | $4,821-94.3% | $4,755-94.2% |
| Participant deferral / active EE | $5,494 | $6,522-15.8% | $5,682-3.3% | $6,713-18.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |