Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $4,727 | $85,171-94.5% | $172,753-97.3% | $72,976-93.5% |
| Participation rate | 76.7% | 70.1%+6.7pp | 82.6%-5.9pp | 69.5%+7.3pp |
| Annual return | 18.81% | 27.32%-8.5pp | 803.00%-784.2pp | 81.02%-62.2pp |
| Employer contribution / active EE | $206 | $3,324-93.8% | $5,144-96.0% | $2,440-91.5% |
| Participant deferral / active EE | $905 | $3,260-72.3% | $5,198-82.6% | $3,608-74.9% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |