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 | $12,020 | $198,457-93.9% | $170,435-92.9% | $147,586-91.9% |
| Participation rate | 91.3% | 88.0%+3.3pp | 83.6%+7.7pp | 82.8%+8.5pp |
| Annual return | 11.60% | 257.30%-245.7pp | 205.94%-194.3pp | 578.59%-567.0pp |
| Employer contribution / active EE | $1,087 | $6,183-82.4% | $5,432-80.0% | $4,876-77.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |