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 | $859 | $90,484-99.1% | $78,675-98.9% | $273,970-99.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 106.78% | 75.62%+31.2pp | 62.19%+44.6pp | 41.46%+65.3pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,071 | $3,901-72.5% | $3,517-69.5% | $5,287-79.7% |
| Admin fee / account holder | $1 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |