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 | $1,671 | $94,439-98.2% | $73,658-97.7% | $154,746-98.9% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 30.50% | 28.25%+2.3pp | 29.72%+0.8pp | 172.34%-141.8pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,391 | $2,527-45.0% | $2,062-32.5% | $6,730-79.3% |
| Admin fee / account holder | $154 | $3,843-96.0% | $3,357-95.4% | $14,365-98.9% |