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 | $6,045 | $155,555-96.1% | $146,866-95.9% | $155,188-96.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 27.09% | 115.41%-88.3pp | 102.85%-75.8pp | 148.84%-121.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,563 | $8,044-55.7% | $7,759-54.1% | $6,531-45.4% |
| Admin fee / account holder | $13 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |