Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,375 | $157,296-95.9% | $141,191-95.5% | $152,897-95.8% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 28.50% | 64.34%-35.8pp | 71.41%-42.9pp | 345.43%-316.9pp |
| Employer contribution / active EE | $886 | $5,262-83.2% | $4,736-81.3% | $4,764-81.4% |
| Participant deferral / active EE | $2,582 | $7,111-63.7% | $6,710-61.5% | $5,851-55.9% |
| Admin fee / account holder | $140 | $12,125-98.8% | $10,264-98.6% | $11,599-98.8% |