Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,672 | $217,392-90.0% | $185,818-88.3% | $167,497-87.1% |
| Participation rate | 76.5% | 86.0%-9.6pp | 81.7%-5.2pp | 82.1%-5.6pp |
| Annual return | 70.62% | 148.37%-77.8pp | 122.06%-51.4pp | 478.62%-408.0pp |
| Employer contribution / active EE | $1,003 | $5,873-82.9% | $5,168-80.6% | $4,838-79.3% |
| Participant deferral / active EE | $4,085 | $6,357-35.7% | $5,568-26.6% | $6,341-35.6% |
| Admin fee / account holder | $20 | $19,813-99.9% | $16,239-99.9% | $12,310-99.8% |