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 | $7,166 | $127,387-94.4% | $115,038-93.8% | $125,389-94.3% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $583 | $5,166-88.7% | $4,608-87.4% | $4,866-88.0% |
| Participant deferral / active EE | $5,572 | $6,423-13.2% | $6,026-7.5% | $5,352+4.1% |
| Admin fee / account holder | $2 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |