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 | $590 | $31,105-98.1% | $53,647-98.9% | $64,097-99.1% |
| Participation rate | 80.4% | 30.7%+49.7pp | 56.3%+24.1pp | 55.2%+25.2pp |
| Annual return | 25.93% | 22.54%+3.4pp | 358.33%-332.4pp | 34.64%-8.7pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $315 | $896-64.9% | $1,813-82.6% | $3,080-89.8% |
| Admin fee / account holder | $145 | $2,195-93.4% | $2,460-94.1% | $3,454-95.8% |