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 | $5,461 | $150,207-96.4% | $120,380-95.5% | $145,978-96.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.69% | 154.28%-143.6pp | 107.28%-96.6pp | 550.52%-539.8pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,896 | $6,175-69.3% | $4,992-62.0% | $6,690-71.7% |
| Admin fee / account holder | $291 | $12,203-97.6% | $9,421-96.9% | $13,400-97.8% |