Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,882 | $171,272-92.5% | $127,803-89.9% | $152,885-91.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 20.62% | 23.54%-2.9pp | 26.14%-5.5pp | 345.39%-324.8pp |
| Employer contribution / active EE | $833 | $5,451-84.7% | $4,576-81.8% | $4,763-82.5% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $253 | $14,540-98.3% | $9,399-97.3% | $11,598-97.8% |