Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,549 | $165,399-97.2% | $149,745-97.0% | $158,982-97.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 24.22% | 348.34%-324.1pp | 276.72%-252.5pp | 302.99%-278.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,636 | $7,183-63.3% | $6,843-61.5% | $5,983-55.9% |
| Admin fee / account holder | $82 | $10,811-99.2% | $9,312-99.1% | $11,252-99.3% |