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 | $11,141 | $181,896-93.9% | $156,551-92.9% | $273,972-95.9% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | 7.90% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,039 | $6,248-83.4% | $5,501-81.1% | $4,869-78.7% |
| Participant deferral / active EE | $2,275 | $5,550-59.0% | $4,871-53.3% | $5,287-57.0% |
| Admin fee / account holder | $85 | $15,560-99.5% | $13,028-99.3% | $10,133-99.2% |