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 | $10,715 | $90,486-88.2% | $78,676-86.4% | $273,972-96.1% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 5.66% | 75.62%-70.0pp | 62.19%-56.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,197 | $3,901-69.3% | $3,517-66.0% | $5,287-77.4% |
| Admin fee / account holder | $89 | $5,263-98.3% | $4,510-98.0% | $10,133-99.1% |