Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,997 | $217,432-92.6% | $185,849-91.4% | $167,536-90.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.67% | 148.42%-132.7pp | 122.10%-106.4pp | 478.82%-463.1pp |
| Employer contribution / active EE | $1,204 | $5,875-79.5% | $5,169-76.7% | $4,839-75.1% |
| Participant deferral / active EE | $3,695 | $6,357-41.9% | $5,569-33.7% | $6,342-41.7% |
| Admin fee / account holder | $192 | $19,818-99.0% | $16,244-98.8% | $12,315-98.4% |