Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,288 | $81,358-96.0% | $155,556-97.9% | $80,959-95.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 20.97% | 33.39%-12.4pp | 64.84%-43.9pp | 35.67%-14.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,957 | $3,455-14.4% | $5,631-47.5% | $4,300-31.2% |
| Admin fee / account holder | $192 | $7,994-97.6% | $15,885-98.8% | $6,925-97.2% |