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 | $16,139 | $156,398-89.7% | $147,318-89.0% | $138,895-88.4% |
| Participation rate | 73.3% | 83.8%-10.4pp | 82.1%-8.7pp | 79.9%-6.6pp |
| Annual return | 18.07% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $14 | $4,853-99.7% | $4,593-99.7% | $4,194-99.7% |
| Participant deferral / active EE | $6,106 | $8,237-25.9% | $7,906-22.8% | $6,396-4.5% |
| Admin fee / account holder | $161 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |