Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,164 | $213,785-91.5% | $185,441-90.2% | $155,188-88.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.46% | 19.97%-1.5pp | 20.16%-1.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,251 | $6,864-38.1% | $6,152-30.9% | $6,531-34.9% |
| Admin fee / account holder | $205 | $21,134-99.0% | $17,890-98.9% | $14,480-98.6% |