Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,827 | $138,393-89.3% | $184,256-92.0% | $80,959-81.7% |
| Participation rate | 82.1% | 83.9%-1.8pp | 86.8%-4.7pp | 67.7%+14.5pp |
| Annual return | 15.96% | 20.01%-4.1pp | 28.85%-12.9pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,058 | $4,847-78.2% | $6,427-83.5% | $2,757-61.6% |
| Participant deferral / active EE | $3,142 | $7,076-55.6% | $9,133-65.6% | $4,300-26.9% |
| Admin fee / account holder | $189 | $10,489-98.2% | $13,899-98.6% | $6,925-97.3% |