Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,654 | $198,462-86.6% | $170,439-84.4% | $147,585-81.9% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 12.58% | 257.30%-244.7pp | 205.94%-193.4pp | 578.58%-566.0pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,178 | $5,629-61.3% | $4,939-55.9% | $5,439-60.0% |
| Admin fee / account holder | $255 | $16,852-98.5% | $13,881-98.2% | $10,886-97.7% |