Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,961 | $160,070-89.4% | $147,117-88.5% | $145,897-88.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.54% | 98.69%-83.1pp | 420.54%-405.0pp | 552.29%-536.7pp |
| Employer contribution / active EE | $780 | $5,285-85.2% | $4,932-84.2% | $4,663-83.3% |
| Participant deferral / active EE | $4,426 | $8,419-47.4% | $8,065-45.1% | $6,689-33.8% |
| Admin fee / account holder | $278 | $15,035-98.1% | $12,993-97.9% | $13,390-97.9% |