Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,535 | $183,988-87.8% | $162,177-86.1% | $152,897-85.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.73% | 150.79%-126.1pp | 115.60%-90.9pp | 345.43%-320.7pp |
| Employer contribution / active EE | $755 | $6,370-88.2% | $5,613-86.6% | $4,764-84.2% |
| Participant deferral / active EE | $6,333 | $8,032-21.2% | $7,297-13.2% | $5,851+8.2% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |