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 | $3,614 | $176,786-98.0% | $146,643-97.5% | $167,536-97.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.99% | 24.04%-7.0pp | 22.75%-5.8pp | 478.82%-461.8pp |
| Employer contribution / active EE | $1,020 | $5,161-80.2% | $4,137-75.3% | $4,839-78.9% |
| Participant deferral / active EE | $2,039 | $6,440-68.3% | $5,506-63.0% | $6,342-67.9% |
| Admin fee / account holder | $183 | $13,262-98.6% | $10,280-98.2% | $12,315-98.5% |