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 | $1,217 | $36,948-96.7% | $73,658-98.3% | $87,485-98.6% |
| Participation rate | 80.0% | 46.8%+33.2pp | 57.0%+23.0pp | 68.9%+11.1pp |
| Annual return | 23.31% | 28.64%-5.3pp | 29.72%-6.4pp | 26.06%-2.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $669 | $1,379-51.5% | $2,062-67.6% | $4,274-84.3% |
| Admin fee / account holder | $87 | $2,531-96.6% | $3,357-97.4% | $7,775-98.9% |