Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,609 | $83,898-96.9% | $133,346-98.0% | $94,015-97.2% |
| Participation rate | 96.6% | 63.4%+33.2pp | 72.8%+23.7pp | 70.8%+25.7pp |
| Annual return | 28.59% | 16.00%+12.6pp | 36.85%-8.3pp | 17.84%+10.7pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,454 | $3,245-55.2% | $4,332-66.4% | $4,249-65.8% |
| Admin fee / account holder | $28 | $7,809-99.6% | $14,264-99.8% | $8,951-99.7% |