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 | $182,394 | $252,813-27.9% | $227,928-20.0% | $428,746-57.5% |
| Participation rate | 100.0% | 92.6%+7.4pp | 90.5%+9.5pp | 88.2%+11.8pp |
| Annual return | 21.56% | 2.59%+19.0pp | 2.99%+18.6pp | 331.92%-310.4pp |
| Employer contribution / active EE | $12,215 | $9,687+26.1% | $8,629+41.6% | $8,363+46.1% |
| Participant deferral / active EE | $0 | $5,282-100.0% | $5,154-100.0% | $5,961-100.0% |
| Admin fee / account holder | $20 | $14,812-99.9% | $13,437-99.9% | $31,735-99.9% |