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 | $38,269 | $261,171-85.3% | $252,559-84.8% | $222,458-82.8% |
| Participation rate | 100.0% | 58.0%+42.0pp | 50.9%+49.1pp | 48.7%+51.3pp |
| Annual return | 155.06% | -1.71%+156.8pp | -1.68%+156.7pp | -2.16%+157.2pp |
| Employer contribution / active EE | $4,009 | $47,449-91.6% | $44,959-91.1% | $42,949-90.7% |
| Participant deferral / active EE | $3,947 | $326+1112.4% | $330+1095.6% | $153+2472.8% |
| Admin fee / account holder | $0 | $14,004-100.0% | $12,994-100.0% | $12,572-100.0% |