Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,032 | $93,617-83.9% | $135,982-88.9% | $75,177-80.0% |
| Participation rate | 75.3% | 75.2%+0.1pp | 81.9%-6.7pp | 67.2%+8.1pp |
| Annual return | 33.67% | 30.89%+2.8pp | 68.32%-34.7pp | 160.75%-127.1pp |
| Employer contribution / active EE | $753 | $3,538-78.7% | $4,859-84.5% | $2,671-71.8% |
| Participant deferral / active EE | $4,088 | $6,406-36.2% | $7,760-47.3% | $4,126-0.9% |
| Admin fee / account holder | $264 | $6,980-96.2% | $10,767-97.5% | $5,651-95.3% |