Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,829 | $61,125-97.0% | $94,057-98.1% | $87,485-97.9% |
| Participation rate | 91.2% | 64.1%+27.1pp | 73.3%+17.8pp | 68.9%+22.2pp |
| Annual return | 22.45% | 35.20%-12.7pp | 480.62%-458.2pp | 26.06%-3.6pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $926 | $3,260-71.6% | $4,709-80.3% | $4,274-78.3% |
| Admin fee / account holder | $17 | $5,629-99.7% | $7,244-99.8% | $7,775-99.8% |