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 | $5,716 | $484,799-98.8% | $322,036-98.2% | $484,799-98.8% |
| Participation rate | 100.0% | 91.1%+8.9pp | 100.0%0pp | 91.1%+8.9pp |
| Annual return | 3.15% | 5.95%-2.8pp | 9.38%-6.2pp | 5.95%-2.8pp |
| Employer contribution / active EE | $935 | $27,493-96.6% | $22,645-95.9% | $27,493-96.6% |
| Participant deferral / active EE | $2,962 | $6,572-54.9% | $2,654+11.6% | $6,572-54.9% |
| Admin fee / account holder | $30 | $18,209-99.8% | $398-92.4% | $18,209-99.8% |