Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,195 | $124,330-93.4% | $109,173-92.5% | $167,536-95.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.17% | 26.04%-10.9pp | 25.75%-10.6pp | 478.82%-463.6pp |
| Employer contribution / active EE | $701 | $4,209-83.3% | $3,723-81.2% | $4,839-85.5% |
| Participant deferral / active EE | $1,866 | $5,256-64.5% | $4,654-59.9% | $6,342-70.6% |
| Admin fee / account holder | $51 | $7,974-99.4% | $6,755-99.2% | $12,315-99.6% |