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 | $29,958 | $202,345-85.2% | $172,755-82.7% | $152,885-80.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.36% | 1029.77%-1010.4pp | 802.94%-783.6pp | 345.39%-326.0pp |
| Employer contribution / active EE | $1,194 | $5,858-79.6% | $5,144-76.8% | $4,763-74.9% |
| Participant deferral / active EE | $3,844 | $5,948-35.4% | $5,198-26.0% | $5,851-34.3% |
| Admin fee / account holder | $70 | $17,111-99.6% | $13,955-99.5% | $11,598-99.4% |