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 | $32,898 | $181,069-81.8% | $179,713-81.7% | $254,542-87.1% |
| Participation rate | 100.0% | 43.8%+56.2pp | 31.2%+68.8pp | 47.4%+52.6pp |
| Annual return | 11.97% | 7.09%+4.9pp | 8.22%+3.8pp | 12.16%-0.2pp |
| Employer contribution / active EE | $1,966 | $53,926-96.4% | $46,636-95.8% | $44,747-95.6% |
| Participant deferral / active EE | $3,145 | $1,804+74.3% | $1,719+82.9% | $170+1745.8% |
| Admin fee / account holder | $168 | $1,491-88.7% | $1,392-87.9% | $17,640-99.0% |