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 | $215,514 | $220,894-2.4% | $226,251-4.7% | $483,350-55.4% |
| Participation rate | 100.0% | 90.0%+10.0pp | 90.5%+9.5pp | 89.0%+11.0pp |
| Annual return | 32.98% | -15.57%+48.6pp | -14.97%+48.0pp | 533.38%-500.4pp |
| Employer contribution / active EE | $7,500 | $5,414+38.5% | $5,215+43.8% | $9,034-17.0% |
| Participant deferral / active EE | $0 | $1,721-100.0% | $2,515-100.0% | $6,196-100.0% |
| Admin fee / account holder | $0 | $58,339-100.0% | $54,474-100.0% | $41,445-100.0% |