Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,043 | $171,272-96.5% | $127,803-95.3% | $152,897-96.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 18.83% | 23.54%-4.7pp | 26.14%-7.3pp | 345.43%-326.6pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,298 | $7,043-53.2% | $6,023-45.3% | $5,851-43.6% |
| Admin fee / account holder | $60 | $14,540-99.6% | $9,399-99.4% | $11,599-99.5% |