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 | $4,010 | $102,595-96.1% | $94,057-95.7% | $154,746-97.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 26.14% | 583.42%-557.3pp | 480.62%-454.5pp | 172.34%-146.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,178 | $5,118-57.5% | $4,709-53.8% | $6,730-67.6% |
| Admin fee / account holder | $51 | $7,736-99.3% | $7,244-99.3% | $14,365-99.6% |