Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,641 | $183,516-96.4% | $155,534-95.7% | $145,884-95.4% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 16.09% | 61.43%-45.3pp | 64.92%-48.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $537 | $5,315-89.9% | $4,675-88.5% | $4,662-88.5% |
| Participant deferral / active EE | $1,960 | $6,467-69.7% | $5,630-65.2% | $6,690-70.7% |
| Admin fee / account holder | $46 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |