Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,913 | $176,105-95.5% | $159,474-95.0% | $167,536-95.3% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 21.47% | 331.91%-310.4pp | 263.68%-242.2pp | 478.82%-457.3pp |
| Employer contribution / active EE | $598 | $5,299-88.7% | $4,831-87.6% | $4,839-87.6% |
| Participant deferral / active EE | $3,027 | $7,751-61.0% | $7,353-58.8% | $6,342-52.3% |
| Admin fee / account holder | $56 | $12,559-99.6% | $10,802-99.5% | $12,315-99.5% |