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 | $16,528 | $575,287-97.1% | $102,479-83.9% | $575,287-97.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 93.2%+6.8pp | 88.5%+11.5pp |
| Annual return | 18.70% | 7.52%+11.2pp | 14.30%+4.4pp | 7.52%+11.2pp |
| Employer contribution / active EE | $2,865 | $26,761-89.3% | $5,140-44.3% | $26,761-89.3% |
| Participant deferral / active EE | $0 | $6,006-100.0% | $8,295-100.0% | $6,006-100.0% |
| Admin fee / account holder | $185 | $17,721-99.0% | $843-78.0% | $17,721-99.0% |