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 | $9,600 | $112,915-91.5% | $90,965-89.4% | $158,950-94.0% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 24.86% | 215.75%-190.9pp | 134.57%-109.7pp | 302.91%-278.1pp |
| Employer contribution / active EE | $262 | $2,894-90.9% | $2,122-87.6% | $4,762-94.5% |
| Participant deferral / active EE | $2,623 | $4,128-36.5% | $3,373-22.3% | $5,983-56.2% |
| Admin fee / account holder | $16 | $8,044-99.8% | $5,960-99.7% | $11,248-99.9% |