Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,934 | $92,219-91.4% | $76,768-89.7% | $135,379-94.1% |
| Participation rate | 81.0% | 79.8%+1.2pp | 77.0%+4.0pp | 82.6%-1.7pp |
| Annual return | 19753.41% | 5.46%+19748.0pp | 2.43%+19751.0pp | 519.79%+19233.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,683 | $4,508+3.9% | $3,852+21.6% | $5,609-16.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |