Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,692 | $152,612-87.8% | $125,192-85.1% | $152,897-87.8% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 22.54% | 54.85%-32.3pp | 43.79%-21.2pp | 345.43%-322.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,252 | $5,868-44.6% | $4,937-34.1% | $5,851-44.4% |
| Admin fee / account holder | $245 | $13,437-98.2% | $9,704-97.5% | $11,599-97.9% |