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 | $13,485 | $88,707-84.8% | $74,184-81.8% | $273,972-95.1% |
| Participation rate | 86.7% | 79.4%+7.2pp | 76.6%+10.0pp | 83.0%+3.7pp |
| Annual return | 9.97% | 11.94%-2.0pp | 17.74%-7.8pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,670 | $4,212-60.3% | $3,550-53.0% | $5,287-68.4% |
| Admin fee / account holder | $202 | $8,717-97.7% | $5,586-96.4% | $10,133-98.0% |