Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,325 | $117,444-94.6% | $99,479-93.6% | $152,909-95.9% |
| Participation rate | 92.9% | 77.5%+15.3pp | 73.8%+19.0pp | 82.5%+10.4pp |
| Annual return | 24.70% | 31.87%-7.2pp | 30.72%-6.0pp | 345.46%-320.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,771 | $4,086-32.2% | $3,619-23.4% | $5,851-52.7% |
| Admin fee / account holder | $42 | $7,635-99.4% | $6,253-99.3% | $11,601-99.6% |