Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,781 | $124,330-96.2% | $109,173-95.6% | $167,536-97.1% |
| Participation rate | 76.9% | 79.5%-2.5pp | 75.9%+1.0pp | 82.1%-5.2pp |
| Annual return | 37.17% | 26.04%+11.1pp | 25.75%+11.4pp | 478.82%-441.6pp |
| Employer contribution / active EE | $653 | $4,209-84.5% | $3,723-82.5% | $4,839-86.5% |
| Participant deferral / active EE | $2,414 | $5,256-54.1% | $4,654-48.1% | $6,342-61.9% |
| Admin fee / account holder | $1 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |