Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,950 | $165,381-86.7% | $149,730-85.3% | $158,966-86.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 42.04% | 348.29%-306.3pp | 276.70%-234.7pp | 302.95%-260.9pp |
| Employer contribution / active EE | $691 | $5,104-86.5% | $4,645-85.1% | $4,762-85.5% |
| Participant deferral / active EE | $11,500 | $7,182+60.1% | $6,843+68.1% | $5,983+92.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |