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 | $3,324 | $107,363-96.9% | $92,909-96.4% | $152,897-97.8% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 26.76% | 145.63%-118.9pp | 109.44%-82.7pp | 345.43%-318.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,476 | $4,848-69.6% | $4,238-65.2% | $5,851-74.8% |
| Admin fee / account holder | $14 | $7,082-99.8% | $5,795-99.8% | $11,599-99.9% |