Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,553 | $185,856-93.8% | $170,028-93.2% | $139,456-91.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.18% | 60.52%-36.3pp | 53.39%-29.2pp | 373.45%-349.3pp |
| Employer contribution / active EE | $1,156 | $7,593-84.8% | $6,788-83.0% | $4,753-75.7% |
| Participant deferral / active EE | $3,844 | $11,623-66.9% | $10,409-63.1% | $6,711-42.7% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |