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 | $8,875 | $70,486-87.4% | $100,528-91.2% | $79,852-88.9% |
| Participation rate | 92.9% | 73.6%+19.2pp | 79.4%+13.4pp | 69.6%+23.2pp |
| Annual return | 48.83% | 21.90%+26.9pp | 30.90%+17.9pp | 31.72%+17.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,202 | $5,182+19.7% | $6,271-1.1% | $3,740+65.8% |
| Admin fee / account holder | $104 | $4,480-97.7% | $8,084-98.7% | $5,306-98.0% |