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 | $7,492 | $183,539-95.9% | $155,556-95.2% | $145,897-94.9% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 18.86% | 61.31%-42.5pp | 64.84%-46.0pp | 552.29%-533.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,935 | $6,467-23.7% | $5,631-12.4% | $6,689-26.2% |
| Admin fee / account holder | $12 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |