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 | $7,467 | $124,425-94.0% | $112,040-93.3% | $137,256-94.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.96% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $736 | $3,411-78.4% | $2,954-75.1% | $4,156-82.3% |
| Participant deferral / active EE | $1,854 | $5,718-67.6% | $5,098-63.6% | $6,407-71.1% |
| Admin fee / account holder | $214 | $15,207-98.6% | $12,098-98.2% | $12,270-98.3% |