Sign up free to preview peer percentile detail
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 | $7,208 | $86,938-91.7% | $102,423-93.0% | $80,925-91.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 20.99% | 18.89%+2.1pp | 29.42%-8.4pp | 35.65%-14.7pp |
| Employer contribution / active EE | $568 | $2,369-76.0% | $3,023-81.2% | $2,756-79.4% |
| Participant deferral / active EE | $3,336 | $4,120-19.0% | $5,054-34.0% | $4,299-22.4% |
| Admin fee / account holder | $231 | $8,053-97.1% | $9,455-97.6% | $6,940-96.7% |